229 insights found
The emerging market COVID-19 debt surge – no crisis on the horizon, yet
As with advanced economies, the pandemic has led to a massive increase in public spending in emerging markets
US election update: clarity, but not certainty
With results continuing to trickle in as initial vote counts conclude, multiple news agencies declared Pennsylvania for Biden over the weekend, taking him over the 270 votes needed for an electoral c ...
Trump outperforms polling, in for the long haul
President Trump has done much better than polls suggested, but as yet the Presidential election outcome is unknown and appears on a knife-edge
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