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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 Series – Global Letter – Monetary Finance – Redux

Macro Series - Global Letter - Monetary Finance - Redux | Speevr

Policymakers are not quite there yet, but are edging towards outright monetary finance. Forward thinking We have long argued that what was once considered unconventional monetary policy was here to stay and, if anything, likely only to become more unconventional. This st…   Become a member to read the rest of this article Username or […]

WEEKLY POLITICAL COMPASS

WEEKLY POLITICAL COMPASS | Speevr

There are signs that China’s economy is returning to life. The Bank of Japan has promised to provide liquidity in response to the coronavirus. The presidents of Russia and Turkey will meet. Greece would be most exposed to a new mi…   Become a member to read the rest of this article

Macro Series – Postcard – Lessons from Liverpool

Macro Series - Postcard - Lessons from Liverpool | Speevr

Liverpool exemplifies a post-industrial syndrome that challenges many countries. The accent has gone. I have spent 50-odd years living elsewhere. But Liverpool is my birthplace and spiritual home. Much of my family still resides there. Its colourful, if latterly troubled, …   Become a member to read the rest of this article

WEEKLY POLITICAL COMPASS

WEEKLY POLITICAL COMPASS | Speevr

Outside Hubei, the number of new coronavirus cases in China keeps declining. Talks between Argentina and its creditors continue on various levels. The leadership of Germany’s ruling party is still up for grabs. The US president will visit India. Meanwhile, protests could be ahead…   Become a member to read the rest of this article

WEEKLY POLITICAL COMPASS

WEEKLY POLITICAL COMPASS | Speevr

China might continue to intervene in markets to prevent excessive falls in benchmark indexes. Both the EU and the UK have presented their plans for trade talks. Argentina’s Buenos Aires province could enter default this week. South Africa’s currency is bracing for a crucial month…   Become a member to read the rest of this […]

WEEKLY POLITICAL COMPASS

WEEKLY POLITICAL COMPASS | Speevr

Russia’s new cabinet will be unveiled. Two regions in Italy will hold crucial regional polls. Argentina’s finance minister has ruled out a bailout for Buenos Aires province. The annual gathering of South Africa’s ruling party has come to an end. Poland is moving ahead with its co…   Become a member to read the rest […]

Russian Macro: Healthy Rate Cut

Russian Macro: Healthy Rate Cut | Speevr

Rosstat reported that the major economic indicators in May 2019 were not as good as in April, but that was largely expected as there were fewer working days this year in May than in 2018. The fact that the non-oil-andgas budget revenues were some 15% higher this May than in May …   Become a […]