SOM Updates October 22, 2021 Higher For Longer, Update Parts 1,2,3 Interest Rates, Investment Strategies, Macro, US Alan Brazil som-Higher-For-Longer-Updated-Parts-123 ... Read More...
Macro Series October 21, 2021 Focus – China’s continuing growth slowdown Economics, China, Macro Saul Eslake China’s era of rapid economic growth dated from 1979 until about a decade ago. Main drivers were: rapid growth in the working-age population; increased participation; employment; longer working hours; and rapid productivity growth. However, over the past decade all... Read More...
Economic Letter October 20, 2021 Climate Change Costs Rise as Interest Rates Fall Economics, Macro, US Originally published on October 20, 2021 15:29 by Federal Reserve Bank San Francisco. Link to original report ... Read More...
Economic Letter October 4, 2021 From Gaps to Growth: Equity as a Path to Prosperity Economics, Macro, US Originally published on October 4, 2021 16:03 by Federal Reserve Bank San Francisco. Link to original report <img src="https://speevr.com/wp-content/uploads/2021/10/apple-touch-icon-200x200-uo.png" class="ff-og-image-inserted" alt="From Gaps to Growth: Equity... Read More...
Economic Letter October 18, 2021 Is the American Rescue Plan Taking Us Back to the ’60s? Economics, Macro, US Originally published on October 18, 2021 15:09 by Federal Reserve Bank San Francisco. Link to original report ... Read More...
Macro October 19, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics editorial Teneo Macro 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... Read More...
Macro Series October 13, 2021 Global GHG reduction – an uncoordinated muddle and mess ESG, Economics, Macro COP26, GHG, global warming Jeremy Greenstock Global Letter Dear Colleague, COP26 in November faces an impossibly wide spread of national interests to corral into a unified global programme. It has been set up for failure by the clash between ambition and reality on climate change – with... Read More...
Macro October 12, 2021 MACRO: Policy responses to Covid-19 Emerging Markets, Global, Macro, Politics vaccines, editorial, covid-19 Teneo Macro 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... Read More...
Macro October 11, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics editorial Teneo Macro 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... Read More...
Macro Series October 7, 2021 Global Letter – Investment requirements for a 2C world ESG, Economics, Global, Macro global warming, climate change Silja Sepping, John Llewellyn 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... Read More...
