WEEKLY POLITICAL COMPASS
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Macro series – Germany challenges the EU
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WEEKLY POLITICAL COMPASS
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WEEKLY POLITICAL COMPASS
China and South Korea experienced an increase in new Covid-19 cases over the weekend. In Argentina, the negotiations between the government and bondholders will continue. The chaos surrounding Poland’s presidential election raises concerns about democratic legitimacy. In the UK, the PM will further explain the country’s exit strategy in parliament.Meanwhile, India’s PM and regional leaders will discuss the country’s exit strategy, the Italian government will announce […]
MACRO: Updated summary of lockdown exit strategies
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Conservative FX markets testing (some) extremes
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MACRO: Updated summary of lockdown exit strategies
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Economic Risks – Llewellyn Consulting – May 2020
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Chart of the month – Government bond yields unprecedently low – April 2020
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CHINA: High unemployment may force government’s hand on stimulus
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