Blogs - dario perkins

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


Central Banks are changing

30 Sep 2020 - Dario Perkins

Once upon a time, it was my job to advise the UK government on the Bank of England’s policy remit, which the Chancellor has the option of adjusting every year. I’m sure whoever is in that role today is spending much of.

#Central Banks #Federal Reserve #Monetary Policy #ECB #Inflation #Dario Perkins

The Covid-19 recession: L comes after K?

17 Sep 2020 - Dario Perkins

It is a cliché to say everyone’s experience of the COVID-19 recession has been different, but no sell-side economist ever shies away from using cliché to construct a narrative. For some people – especially those on the.

#Recession #Dario Perkins #Fiscal Policy #coronavirus #unemployment #Macro Picture #recovery

Can the world rebound from the Covid-19 recession?

01 Sep 2020 - Dario Perkins

The COVID-19 economic collapse was unlike anything we have seen before. This was not your classic recession. Yet it was actually easy to forecast. Given the nature of the shock – especially lockdowns and social.

#Recession #Dario Perkins #coronavirus #unemployment #lockdown #retail sales

Bubbles, Covid-19 and digital disruption

07 Aug 2020 - Dario Perkins

Arguments about a bubble in equities continue, with US tech at the center of the dispute. Some are drawing comparisons with Dotcom in the 1990s. Yet the economic risks are greater this time. Big tech companies provide.

#Equities #Technology #Dario Perkins #bubble

Road to inflation

27 Jul 2020 - Dario Perkins

Inflation remains an important theme for our clients. Perhaps this reflects supreme confidence in the policies governments and central banks have introduced to support their economies during the COVID-19 pandemic. With.

#Central Banks #Inflation #Equities #Dario Perkins #coronavirus #unemployment

Lessons from the lockdown

16 Jul 2020 - Dario Perkins

For months, investors have been “looking through” macro data and focusing on the prospects for a global recovery, with aggressive policy support – both monetary and fiscal – bolstering their confidence. With the global.

#Dario Perkins #coronavirus

Can Europe outperform during America’s COVID-19 second wave?

09 Jul 2020 - Dario Perkins

With every macro data point we are learning more about the economic consequences of the COVID-19 pandemic. What have we discovered so far? First, the contraction in activity – the largest in modern history – is.

#Eurozone #Recession #Dario Perkins #coronavirus

Investors can’t rely on central banks

24 Jun 2020 - Dario Perkins

The bounce in global stock markets since March has been both spectacular and a bit puzzling. Despite widespread gloom among institutional investors about ‘fundamentals’ – concerning both the macro outlook and the.

#Central Banks #Federal Reserve #Liquidity #Equities #Dario Perkins #Fiscal Policy #coronavirus #bear market #policymaker #macro economy #investors

COVID-19 and secular stagnation - the next business cycle

16 Jun 2020 - Dario Perkins

COVID-19 has resolved our most popular client question of the last five years – “when will this cycle end?’ Even as the number of infections slows and the lockdowns end, most economies will reopen to a serious global.

#Federal Reserve #Monetary Policy #Equities #Dario Perkins #Bonds #coronavirus

Further stimulus needed

10 Jun 2020 - Dario Perkins

As the global economy exits “lockdown”, improving macro data will provide a further boost to investors determined to look-through the deepest economic contraction they will see in their lifetimes. Yet the economic.

#Dario Perkins #coronavirus

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