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Brexit: Sticking to our "inevitable FTA" view
19 Oct 2020 - Christopher GranvilleNeither the FX market nor most commentators are taking at face value Boris Johnson’s statement on October 16th that “trade talks [with the EU] are over”. While I would definitely agree with this sceptical view of what.
#Eurozone #Brexit #United Kingdom #Tariffs #US Election #Asset Allocation #FX Market
Can Europe outperform during America’s COVID-19 second wave?
09 Jul 2020 - Dario PerkinsWith 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 #Covid19
Crisis roadmap: After the false dawn
29 Apr 2020 - Oliver BrennanOne 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 Economy #Covid19
The case of the disappearing euros
09 Jan 2020 - Constantine FraserWe’ve been saying for long time that a fiscal boost is necessary to rebalance the EA and to kickstart growth. At first glance, member states’ Draft Budgetary Plans (DBP) for 2020 suggest they’re starting to listen. But.
#European Central Bank #Eurozone #Fiscal Policy #Germany
