Blogs - coronavirus

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.


Macro policy vs Covid-19 - Has policy done enough?

26 May 2020 - Dario Perkins

The recovery in investor sentiment since March has been impressive (even puzzling...). Back then, as the global economy entered lockdown, a “flight-to-safety” rapidly became disorderly, leading to an outright.

#Central Banks #Balance Sheet #Dario Perkins #Fiscal Policy #coronavirus

The war on deflation

15 May 2020 - Dario Perkins

The COVID-19 pandemic has forced governments and central banks to work together to support the economy. While most investors welcome these efforts – it is the reason global asset prices have recovered from their March.

#Central Banks #Monetary Policy #Inflation #Recession #Dario Perkins #coronavirus

The equity rebound - just another bulltrap?

01 May 2020 - Dario Perkins

Watching financial markets, it is tempting to think the worst of the COVID-19 crisis is over. Equity values have bounced and credit spreads have narrowed, even as the oil market continues to suffer alarming strains..

#Monetary Policy #Recession #Dario Perkins #Fiscal Policy #coronavirus #bear market #bull market

Crisis roadmap: After the false dawn

29 Apr 2020 - Oliver Brennan

One month ago we introduced our crisis roadmap as our framework to think about the evolution of the global economy, financial markets and the path of the virus over the next several months. At the time, we reckoned we.

#Eurozone #US #coronavirus #Oliver Brennan

Emerging Markets: The coming growth collapse

28 Apr 2020 - Jon Harrison

Some EM lockdowns are starting to ease. Many EM economies are now 3-4 weeks into restrictive measures and progress is seemingly being made on flattening the curve. Thoughts are turning to the exit strategy. India and.

#Emerging Markets #Jon Harrison #coronavirus

Fire starter?

21 Apr 2020 - Dario Perkins

Policymakers all over the world have responded forcefully to COVID-19, using war-time analogies to justify massive expansions in their budget deficits. With governments adding up to 20% pts of GDP to their national.

#Monetary Policy #Inflation #Dario Perkins #Debt #coronavirus

7 reasons the rally won't last

21 Apr 2020 - Andrea Cicione

Andrea Cicione, our Head of Strategy, and Steven Blitz, our Chief US Economist, answer the following 7 questions: Equity markets have rallied on the back of unprecedented fiscal and monetary support. Why do we think.

#Federal Reserve #Steven Blitz #coronavirus #Andrea Cicione

Emerging Markets Covid Impact

06 Apr 2020 - Jon Harrison

We provide a detailed assessment of EM countries’ public health responses, country-specific economic vulnerabilities or advantages in the current crisis; and countries’ broad economic policy responses. We divide the 10.

#Emerging Markets #Jon Harrison #coronavirus

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

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

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