Forecasting Track record March 5, 2021 US and UK: The Comeback Kids FX, Global, UK, US USD, editorial, GBP Olivier Desbarres The US Dollar NEER has since 12th February appreciated about 2.3% to a 4-month high and its inverse correlation with the S&P 500 (-4.2%) has re-established itself. This is in line with our forecast that the Dollar’s sell-off in... Read More...
Asia March 3, 2021 NORTH KOREA: Pyongyang could expand cyber attacks as economic crisis continues North Korea, Politics cyber, editorial Tobias Harris, Victor Cha The US Department of Justice (DOJ) announced in February that it was indicting three members of North Korea’s Reconnaissance General Bureau (RGB), a clandestine agency that manages cyber warfare activities, for attempts to steal more than USD 1.3bn in... Read More...
Macro Series March 3, 2021 Focus – A longer term perspective on China’s economy Economics, China, Macro editorial Saul Eslake, John Llewellyn <div... Read More...
March 1, 2021 Transitional UK budget unlikely to rattle markets FX, G7, UK UK Budget, editorial Olivier Desbarres The British Chancellor of the Exchequer Rishi Sunak will on 3rd March, at around 12.30 UK time, present to the House of Commons the annual budget for the United Kingdom. The ruling Conservative Party has a significant working majority of... Read More...
Macro March 3, 2021 EU: Divisions over vaccination strategy continue to grow EU, Politics vaccines, editorial, covid-19 Luis Cornago Several governments are looking beyond the EU procurement scheme amid continued discontent with the bloc’s overall vaccination strategy. Countries with a high capacity for vaccine deployment and/or greater EU skepticism might be more likely to follow unilateral approaches in the... Read More...
editorial, Egypt February 3, 2021 EGYPT: Continuing to Cruise in Choppy Waters Egypt, Politics editorial Jon B. Alterman Egypt’s economy continues to outpace the rest of the Middle East, despite the effects of COVID-19 on tourism and shipping. The state remains the key driver of the economy, focused on major, visible projects.… Read the rest ... Read More...
MENA March 3, 2021 MENA: Saudi-US relations under the spotlight Saudi Arabia, Middle East, Politics, US editorial Jon B. Alterman The US intelligence community assessment on the Khashoggi assassination is not as damaging as feared. Biden’s strategy is not to downgrade the relationship, but instead to make it conditions-based. Congressional pressure is likely to grow to punish those involved publicly, and... Read More...
editorial, MENA January 26, 2021 MENA: After 10 years, Arab Spring re-run unlikely Middle East, Politics editorial Jon B. Alterman The Arab Spring, now ten years on, generally had a greater positive impact in Arab countries that weren’t touched by protests than those that were. Middle- and low-income Arab states have been unable to make large strides addressing youth unemployment,... Read More...
Macro January 21, 2021 MACRO: Geopolitical implications of the new US administration Emerging Markets, Politics editorial Teneo Macro This piece provides an overview of the global geopolitical implications of the administration of US President Joe Biden. As always, please do not hesitate to contact us if you want to discuss any of the issues mentioned in more... Read More...
Macro February 3, 2021 EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges Emerging Markets, Politics vaccines, editorial, covid-19 Teneo Macro Our EM Covid-19 vaccination table includes information on the immunization strategies selected EMs are pursuing and the challenges they face. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more... Read More...
