Historically low inflation is a global phenomenon
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State Of the Markets
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Global Letter – Cold realities
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Weekly Political Compass
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MACRO: How politics and institutions continue to shape responses to Covid-19
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MACRO: Policy Responses to Covid-19
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EMERGING MARKETS: 2020 & 2021 Elections, Political Risk & Reform Outlook
Our Emerging Markets (EMs) outlook table ( click below on ‘View PDF’) summarizes the impact of elections in EMs over the next 15 months. Markets are ordered in accordance with the electoral calendar. Risk ratings are relative to each country, and not comparative across all countries listed. The table is intended as a summary, not […]
EUROPE: Managing the pandemic – what we are watching
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Chart of the month – Europe – Change in the fiscal stance
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MACRO: Exit Strategies & Economic Policy Outlook
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