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World Trade momentum
06 Oct 2020 - Konstantinos VenetisMacro momentum is easing but remains positive. Our Global Leading Indicator remains consistent with improving macro momentum, in line with the message from other widely followed high-frequency series like the OECD.
#Equities #China #Bond markets #Commodities #USD
The message from gold and industrial commodities
01 Sep 2020 - Konstantinos VenetisThe nature of the Covid-19 shock makes this macro cycle unique – but this is still a macro cycle. The pattern remains the same. A contraction in GDP is met with counter-cyclical policy measures that aim to get the.
#Monetary Policy #Reflation #Gold #Commodities
