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.


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

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 18th June 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

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