ECB | Constâncio | MS Wilson | BoE
Wall Street perma-bear Mike Wilson continues to perpetuate a false narrative. Things on our radar screens
Key Developments & Chart of the week
Dear Colleague, The attached Key Developments contains our Chart of the Week and the key data and other information from this week that, in our judgement, bear most importantly on the core elements of our World View. Macro-series-Key-Developments-Chart-of-the-week-29… Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password
WEEKLY POLITICAL COMPASS
Voters in Japan will go to the polls. Turkey is heading for a major confrontation with its allies. A Senate report requests the indictment of Brazil’s president. The UK chancellor will present his autumn budget. South Africa is gearing up for municipal elections. The most signifi… Become a member to read the rest of […]
Key Developments & Chart of the week
Dear Colleague, The attached Key Developments contains our Chart of the Week and the key data and other information from this week that, in our judgement, bear most importantly on the core elements of our World View. Macro-series-Key-Developments-Chart-of-the-week-… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
China has tested a new missile. Turkey’s currency is set for more volatility. Chile is on high alert. Meanwhile, a civilian-military standoff continues in Pakistan, formal coalition talks will begin in Germany, a constitutional amendment will be put to a vote in Brazil, and a com… Become a member to read the rest of […]
MACRO: Policy responses to Covid-19
Below is our updated bi-weekly summary table on the health and economic policies that selected governments are implementing around the world. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. [pdf-embedder url=”https://s… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
The US and China held virtual trade-related talks. Tensions are rising in the relationship between the UK and the EU. Japan’s new PM will dissolve the Diet. Argentina’s finance minister will attend the annual IMF meetings. Meanwhile, candidate registration ended in the Philippine… Become a member to read the rest of this article
Global Letter – Investment requirements for a 2C world
Dear Colleague, Of the many issues that will be discussed in connection with the forthcoming COP26 meeting, one that need not be is the investment cost of switching to a green economy. The requisite resources will be available: though they seem unlikely to be deployed in time… Become a member to read the rest […]
WEEKLY POLITICAL COMPASS
The US trade representative will outline Washington’s approach to China trade. Fumio Kishida is Japan’s 100th prime minister. Exploratory coalition talks could officially begin in Germany. Meanwhile, candidate registration will end in the Philippines, lower house elections will b… Become a member to read the rest of this article
Key Developments & Chart of the week
US PMI strengthens, China’s slows. Inflation steady in US, up in EU. Two more EM countries tighten. Macro-series-World-View-Risks-Limited-version-September-2021 … Become a member to read the rest of this article