Category: Global

WEEKLY POLITICAL COMPASS

Two Chinese-made Covid-19 vaccines will be scrutinized by the WHO. Italy’s prime minister could resign in the coming days. The popularity of Brazil’s president has declined amid a worsening of the pandemic.… Read the rest

WEEKLY POLITICAL COMPASS

China is fighting the worst Covid-19 outbreak since March 2020. Italy’s Prime Minister faces a tougher test in the Senate after winning a confidence vote in the lower house. In Germany, Armin Laschet is expected to be confirmed as the new leader of the Christian Democrats.… Read the rest

WEEKLY POLITICAL COMPASS

China has approved Sinopharm’s Covid-19 vaccine for general use. The new border arrangement between the UK and the EU will be tested after the holiday season. Ghana’s president will officially start his second term.… Read the rest

WEEKLY POLITICAL COMPASS

China appears to be pushing back against new US sanctions. Germany’s Christian Democrats will choose a new party leader. In Argentina, three major agricultural unions will start a three-day strike. … Read the rest

MACRO: Policy responses to Covid-19

Below is our weekly summary table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. The updated table includes information about each country’s vaccination strategy.… Read the rest

MACRO: Policy responses to Covid-19

Below is this week’s updated table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. This update will be the last of this year; we will resume publication of the weekly table in January.… Read the rest

WEEKLY POLITICAL COMPASS

Trade negotiations between the UK and the EU continue. Nasqad will remove four Chinese companies’ shares from indexes. South Africa’s president is expected to announce new Covid-19 related measures. Meanwhile, India’s Supreme Court could rule in favor of expelling farmers on protest, Germany will implement a strict lockdown ahead of the holidays, Venezuela’s opposition has held an unofficial referendum, and Ghana’s main opposition presidential candidate may appeal the general election results.… Read the rest

Economic Risks

Please find attached the January issue of our monthly Economic Risks. Below is a top-level summary:

  • A rampaging virus and lockdowns extend secondary dips
  • Immunisation programmes take time to reach critical mass
  • Bankruptcies, joblessness, poverty, and inequality escalate
  • Inflation falls further and remains uncomfortably low
  • Unconventional macro policy support is further extended
  • Real activity takes many years to approach prior trend