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Individual government challenges and the Covid-19 debt surge
Considering the rise in government debt in key developed markets
October Global Macro Monthly & Investment Strategy - Into the bleak, debt winter
Monthly Op-Ed - Addicted to policies
The real economy is softening faster than we expected.
How governments can respond to the COVID-19 debt surge
A theoretic overview of debt and the possible measures to reduce it
Gravity wins in the end
Traditional macro indicators are pointing to a relapse in Europe – but the situation in the US is also fragile.
September Global Macro Monthly & Investment Strategy - Biden his time
The US has seen fewer new virus cases since its summer peak, but the virus is rising sharply in some European countries and across emerging markets more broadly
Monthly Op-Ed - Focus on the swoosh or the push?
The recent dataflow is consistent with our base case: the world’s economy is not experiencing a “V-shape” recovery, but rather is following a “swoosh” trajectory in which after an initial spectacular ...
The world’s factory in COVID-19: Can China secure its supply chain kingdom?
The Chinese economy has faced dramatic challenges over the past two years. The US/China trade war and the COVID-19 pandemic have delivered short-term shocks and left lingering long-term questions una ...
Preserving “Made in China” in deglobalisation
Locking in supply chains requires continued reforms and opening up