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                  Czech industrial production improved in May, but not enough           
                              
                                                        
                  
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          National debt levels – A cautionary tale
        National debt levels – A cautionary tale
        ArticleThe IMF's latest forecasts suggest a deeper contraction for 2020 with growth…
          
                  
          Supply, rates and curve: What to expect in 2H20 and beyond
        Supply, rates and curve: What to expect in 2H20 and beyond
        ArticleWe probably haven't seen the last upward revision to European states deficits,…
          
            
              
          THINK Outside
        VoxEU: Covid and the nature of capitalism
        By VOX EU
        OpinionFor all the harm that it caused, the Covid-19 crisis provided an opening to rethink…
          
                  
          FX Positioning: EUR remains king despite a correction
        FX Positioning: EUR remains king despite a correction
        ArticleIn the week 24-30 June, CFTC positioning for EUR/USD corrected lower by the most in…
          
          
          
            
          
              
          Czech industrial production improved in May, but not enough
        Czech industrial production improved in May, but not enough
        SnapCzech industrial production increased by 13.8% from April, but compared to a year…
            
              
          Are European governments pushing for a green recovery? 
        Are European governments pushing for a green recovery? 
        ArticleSustainability was already a hot-topic pre-Covid-19, but will this trend still…
            
              
              
          
          
        From yesterday to tomorrow
            July Economic Update: From yesterday to tomorrow
        July Economic Update: From yesterday to tomorrow
        The reopenings have led to a sharp rebound in activity, but new localised Covid-19 outbreaks have cast a renewed cloud…
        By Carsten Brzeski, Chris Turnerand 9 others
        Download PDF
          Geopolitics and Globalisation US: The wrong direction
        ArticleCovid-19 infections and hospitalisations are on the rise in many states, leading to…
          Eurozone: A deceptive ‘V’
        ArticleRecent indicators point to a V-shaped recovery, but that won’t last very…
          China: Covid-19 adds pressure to exports 
        ArticleDomestically-driven growth has been faster than foreign-driven exports and…
          FX markets leave lockdown behind them
        ArticleThis month, we’ve been tasked with looking at the effects of lockdown exits…
          Rates: Warning signs that equities might have it all wrong
        ArticleMost financial instruments are present values of a discounted stream of future…
          Geopolitics and Globalisation US Politics: Troubling times for Mr President
        ArticlePresident Trump is languishing in the polls both nationally and in the swing states…
         
        Taiwan: exports keep falling
        Taiwan: exports keep falling
        SnapTaiwan's exports and imports continue to shrink on a yearly basis despite…
        Hungary: A bittersweet record in industry
        Hungary: A bittersweet record in industry
        SnapAfter an historic collapse, we now have an historic rebound in industry. However,…
        Daily FX: Yuan back to the 7.00 dilemma
        Daily FX: Yuan back to the 7.00 dilemma
        ArticleChinese equities’ extraordinary rally remains in focus as a key driver of…
        Rates Spark: Better safe than sorry
        Rates Spark: Better safe than sorry
        ArticleWe expect investors to reduce risk into next week's ECB meeting but the threat…
          
          
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        National debt levels – A cautionary tale
        National debt levels – A cautionary tale
        US jobs – Don’t believe all the hype
        US jobs – Don’t believe all the hype
        Listen: Recovery, reflation and the market response
        Listen: Recovery, reflation and the market response
        Covid-19 impacts on supply chains
        Covid-19 impacts on supply chains
         
         
        THINK Outside New and expanding soon
        VoxEU: Covid and the nature of capitalism
                  
        Priorities for the Covid-19 Economy
                  
        Post-Pandemic Economic Leadership Begins in America
                  
        The Main Street Manifesto
            
        Reports 
          
            LATAM FX Talking: Reaching the limit of rate cuts
        LATAM FX Talking: Reaching the limit of rate cuts
        A preoccupation with stability in local financial markets, especially FX, is now driving the monetary policy decisions of…
        By Gustavo Rangel
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            FX Talking: Keeping the (bullish) faith
        FX Talking: Keeping the (bullish) faith
        Despite many opportunities, risk assets have so far avoided the kind of sharp re-alignment with Main Street that so many…
        By Chris Turner, Petr Krpata, CFAand Francesco Pesole
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            Asia FX Talking: Balance of risks
        Asia FX Talking: Balance of risks
        The near-term direction for Asian currencies will be dominated by whether Covid-19 angst or recovery optimism prevail.…
        By Robert Carnell, Chris Turnerand 3 others
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            July Economic Update: From yesterday to tomorrow
        July Economic Update: From yesterday to tomorrow
        The reopenings have led to a sharp rebound in activity, but new localised Covid-19 outbreaks have cast a renewed cloud…
        By Carsten Brzeski, Chris Turnerand 9 others
        Download PDF
          
            
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