Below is this year’s first 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
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
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
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
Sterling underperformed in September, in line with our bearish forecast (UK & Sterling facing potential quadruple whammy, 4th September 2020). It gradually recovered from 22nd September, appreciated throughout October and peaked on 27th November.… Read the rest
Investors would be well advised to pay close attention to how countries’ structural policies rate
Please find attached the January issue of our monthly Economic Risks. Below is a top-level summary:
LlewellynConsulting’s Ten developments to watch for in 2021, and beyond details what we judge most likely to happen; and pays particular attention to detailing what we see as the main risks and uncertainties.… Read the rest
