Climate change and disease spread: from nature to humans
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Comment: Britain and the tyranny of nostalgia
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Global Letter: Our reference G7 multi-year GDP outlook
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Further Downside To The USD From Fed QE
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Financial repression: a more subtle knife
High public sector debt levels are set to remain at the core of the economic policy debate. Periods of elevated and rapidly rising debt are rarely reversed without some form of default. This need not be explicit. It can be more subtle and covert. It can take the form of inflation, regulation, and the creation of ‘captive markets’ for bonds. The stage is set for an extended period of financial repression.
Growth interrupted: World was in recession in Q1 2020
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National economic recessions – The price to pay
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Chart of the month – Monetary policy in advanced economies – January 2020
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