Global Letter – Tip of the iceberg
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Comment: Forgive us our debts …
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WEEKLY POLITICAL COMPASS
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EMERGING MARKETS: Elections, Political Risk & Reform Outlook
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Global Letter – The EU: on the money
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WEEKLY POLITICAL COMPASS
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Financial repression: a more subtle knife
High public sector debt levels are set to remain at the core of the economic policy debate. Periods of elevated and rapidly rising debt are rarely reversed without some form of default. This need not be explicit. It can be more subtle and covert. It can take the form of inflation, regulation, and the creation of ‘captive markets’ for bonds. The stage is set for an extended period of financial repression.
WEEKLY POLITICAL COMPASS
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Global Letter: The economic cost of recessions
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MACRO: Lockdown exit strategies & economic policy outlook
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