Blogs

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.


Prospects for the recovery of the global oil market

03 Apr 2020 - Stephen O'Sullivan

On January 1 Brent crude oil was trading above $66/bbl.  Three months later, it had fallen by more than 60% from that level.  A coronavirus-driven decline was followed by a collapse when the three-year old agreement.

#China #Stephen O'Sullivan #Oil & Gas #coronavirus #OPEC #oil price #Russia

Fed's new role - Treasury's bank

31 Mar 2020 - Steven Blitz

The Fed ramped up its balance sheet by over $500bn in the past week to $5.3trn (it was $4.2trn a month ago), to support its first line efforts to keep markets liquid and reduce the dollar’s scarcity value through swap.

#Federal Reserve #Balance Sheet #Steven Blitz

Where are we in the COVID-19 crisis?

27 Mar 2020 - Andrea Cicione

TS Lombard’s Head of Strategy Andrea Cicione recently published an extremely useful piece of analysis designed to answer four crucial questions for investors: Where are we in the Covid-19 crisis? How bad will it get?.

#Dario Perkins #coronavirus #Andrea Cicione #Macro Strategy

Covid-19 Crisis Roadmap

26 Mar 2020 - Oliver Brennan

This framework will shape our thinking about the evolution of the global economy over the next several months as we look for signposts and signals in the markets, economic growth and the progression of the virus. Where.

#coronavirus #Oliver Brennan

World slump - weak rebound

26 Mar 2020 - Charles Dumas

Widespread hopes for a V-shaped recovery from the impending recession will probably be dashed. And stock markets are only likely to rebound sharply if they fall a lot further from here – at Tuesday's Close the S&P index.

#Equities #Recession #Charles Dumas #coronavirus #bear market

Sudden stop

13 Mar 2020 - Dario Perkins

It has been clear for a while that the coronavirus posed a serious risk to the global economy. Yet the nature of this threat has changed dramatically. What looked like a temporary supply shock has morphed into a major.

#Dario Perkins #coronavirus

Government Policy Responses to Covid-19

12 Mar 2020 - Constantine Fraser

Correct as of 2nd April 2020 The world’s governments are introducing unprecedented packages of support to minimise the permanent economic damage caused by the coronavirus shutdowns. We track the main policy measures.

#Constantine Fraser #coronavirus

Oil price declines and the impact on China’s energy complex

12 Mar 2020 - Stephen O'Sullivan

Oil prices have been steadily declining in recent weeks as the impact of the coronavirus on energy demand in China and the rest of the world has become evident. This slide accelerated significantly at the beginning of.

#China #Stephen O'Sullivan #Oil & Gas #coronavirus #OPEC #oil price

The bear and fear stalk the world

10 Mar 2020 - Charles Dumas

Global spread of the Covid-19 virus looks likely to cause a worldwide recession and bear market in stocks. Nobody knows how serious the disease is likely to be. But The Brookings Institution’s estimates suggest a.

#Equities #Recession #Charles Dumas #coronavirus #stock market #bear market

What can policymakers do?

03 Mar 2020 - Dario Perkins

Two weeks ago everyone was working with the same assumption about the coronavirus. China would contain the virus reasonably quickly and gradually reopen its factories. There would be some disruption to global supply.

#Central Banks #Dario Perkins #coronavirus #fiscal easing

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