WEEKLY POLITICAL COMPASS
In Mexico, AMLO’s coalition is well short of a two-thirds majority. EU and US leaders will meet for several transatlantic summits. Vote counting is continuing in Peru. Meanwhile, India’s PM will address the nation, the Greens are the party of the new middle classes, not of Middle… Become a member to read the rest […]
Key Developments & Chart of the week
A US-heavy week: US core inflation has jumped, as have consumer inflation expectations [pdf-embedder url=”https://speevr.com/wp-content/uploads/2021/06/Macro-series-Key-Developments-Chart-of-the-week-28-May-2021.pdf” title=”Macro series – Key Developments & Chart of the we… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
In China, three children will be allowed per family. Peru’s presidential run-off election takes place this week. A regional election will be held in Germany. Meanwhile, BRICS nations’ foreign ministers will meet virtually, Latvia’s municipal elections could have national implicat… Become a member to read the rest of this article
Economic recovery and resilience
The rate to which economic growth settles down will depend on countries’ investment response, including to going digital and green, and the quality of their structural policies. [pdf-embedder url=”https://speevr.com/wp-content/uploads/2021/05/Macro-series-Economic-recovery-and… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
The EU will discuss sanctions on Belarus. India’s foreign secretary will visit the US. Meanwhile, China’s regulatory focus on data privacy is increasing, environmental policies will be discussed at this week’s EU summit, Peru’s leading presidential candidates will engage in a tel… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
African and European leaders will gather in Paris. The foreign ministers of Russia and the US will meet in Iceland. Chinahas landed its first rover on Mars. The recent elections in Chile will have varied implications. Meanwhile, India’s PM will hold consultations with district ma… Become a member to read the rest of this […]
Key Developments & Chart of the week
US gyrations continue: last week, soft employment; this week, soft sales but a price surge. [pdf-embedder url=”https://speevr.com/wp-content/uploads/2021/05/Macro-series-Key-Developments-Chart-of-the-week-14-May-2021-.pdf” title=”Macro series – Key Developments & Chart of th… Become a member to read the rest of this article
US markets playing along to Fed tune…for now
Treasury Secretary Yellen’s comments ten days ago were merely a temporary distraction. Perhaps more surprisingly, at first glance, the release on Wednesday of a much larger-than-expected increase in US CPI-inflation in April has not had much “sticking power”. Core CPI-… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
China’s Sinopharm has been approved by the WHO for emergency use. Chile will face several elections this week, including a constituent assembly election. Italy’s government will approve a new stimulus package Meanwhile, China’s Sichuan Airlines will restart operations to India, t… Become a member to read the rest of this article
Key Developments & Chart of the week
Strong US output growth continues; and international divergences in trade balances widen [pdf-embedder url=”https://speevr.com/wp-content/uploads/2021/05/Macro-series-Key-Developments-Chart-of-the-week-7-May-2021.pdf” title=”Macro series – Key Developments & Chart … Become a member to read the rest of this article