RCEP: Integrating Asia beyond trade
Gauging the impacts of creating the world’s largest trading bloc
December Global Macro Monthly & Investment Strategy - Covid 19: It’s behind you… Oh no it isn’t
Monthly Op-Ed - Tougher winter, promising summer
Vaccinations underway in the US and UK are a big boost for the outlook for 2021, but the benefits will still take time to arrive.
Global Factor Views
Near-term vaccine euphoria: Vaccine announcements by a number of drug companies in November led to a classic relief rally, with a rotation away from stocks with high earnings quality (which had led t ...
India: Growth returns, but challenges remain
Policy is supportive but COVID-19 and geopolitics weigh on the country’s outlook
The emerging market COVID-19 debt surge – no crisis on the horizon, yet
As with advanced economies, the pandemic has led to a massive increase in public spending in emerging markets
US election update: clarity, but not certainty
With results continuing to trickle in as initial vote counts conclude, multiple news agencies declared Pennsylvania for Biden over the weekend, taking him over the 270 votes needed for an electoral c ...
Trump outperforms polling, in for the long haul
President Trump has done much better than polls suggested, but as yet the Presidential election outcome is unknown and appears on a knife-edge
Individual government challenges and the Covid-19 debt surge
Considering the rise in government debt in key developed markets