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                  Czech industrial production improved in May, but not enough 1594119509          
                              
                                                        
                  
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        FX Talking: Keeping the (bullish) faith
        FX Talking: Keeping the (bullish) faith
        Report6 July 2020
        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
         
        China Quarterly Update: Technology v bricks and mortar
        Geopolitics and Globalisation 
        China Quarterly Update: Technology v bricks and mortar
        Article30 June 2020
        Lockdowns and social distancing measures are short-term issues for the Chinese economy as a result of the Covid-19…
        By Iris Pang 
         
        Post-Brexit trade deal still possible despite rollercoaster talks
        Geopolitics and Globalisation 
        Post-Brexit trade deal still possible despite rollercoaster talks
        Article3 July 2020
        Despite the latest round of UK-EU talks ending a day early, it's too early to conclude that the chances of a trade…
        By James Smith
         
        RBA preview: Currency comments to drive reaction
        RBA preview: Currency comments to drive reaction
        Article3 July 2020
        From a rates perspective, there is little need for Australia's central bank to do anything on Tuesday. The only cause…
        By Robert Carnelland Francesco Pesole
         
        July Economic Update: From yesterday to tomorrow
        July Economic Update: From yesterday to tomorrow
        Report2 July 2020
        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
         
            
            Spotify  
          Listen: Brazil’s Covid crisis
        Geopolitics and Globalisation 
        Listen: Brazil’s Covid crisis
        Article3 July 2020
        With 1.4 million coronavirus cases and over 60,000 deaths, Brazil now ranks as the second worst hit country in the world,…
        By Gustavo Rangeland Rebecca Byrne
         
        GBP: The ongoing disappointment
        GBP: The ongoing disappointment
        Article30 June 2020
        EUR/GBP broke through our quarter-end target of 0.91. We see more downside to sterling and expect EUR/GBP to trade above…
        By Petr Krpata, CFA
         
        UK public finances: Not (yet) breaking the bank
        UK public finances: Not (yet) breaking the bank
        Article1 July 2020
        The myriad of risks surrounding the UK economic recovery means that government borrowing is set to remain high both this…
        By James Smithand Antoine Bouvet
         
          
              
          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…
        1594136643
          
                  
          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,…
        1594129515
          
            
              
          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…
        1594135262
          
                  
          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…
        1594124373
          
          
          
            
          
              
          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…
        1594119509
            
              
          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…
        1594112837
            
              
              
          
          
        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…
        1594117468
        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,…
        1594118481
        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…
        1594106765
        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…
        1594102140
          
          
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        Media
        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
        WATCH: The effect of coronavirus on spending and saving
        WATCH: The effect of coronavirus on spending and saving
        China is recovering, but it’s still way too slow
        China is recovering, but it’s still way too slow
        Why Europe may finally be getting its act together over Covid-19
        Why Europe may finally be getting its act together over Covid-19
        Prepare for a significant QE increase in the UK 
        Prepare for a significant QE increase in the UK 
        Covid-19, deglobalisation and the cost companies must now consider
        Covid-19, deglobalisation and the cost companies must now consider
        The race to economic recovery
        The race to economic recovery
        Brexit: Are the markets right to be worried… again? 
        Brexit: Are the markets right to be worried… again? 
        Bottom line: We’re not going to get stagflation
        Bottom line: We’re not going to get stagflation
        Now for some good news
        Now for some good news
        Britain, breakout and Brexit
        Britain, breakout and Brexit
        The big change in oil sentiment
        The big change in oil sentiment
        Watch:  Which market is getting it right? 
        Watch:  Which market is getting it right? 
        Europe’s top court hits back at German ECB ruling
        Europe’s top court hits back at German ECB ruling
        Central bank digital currencies and Covid-19
        Central bank digital currencies and Covid-19
        6 ways Covid-19 is transforming digital finance
        6 ways Covid-19 is transforming digital finance
        Europe’s uneven recovery
        Europe’s uneven recovery
         
         
        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
        Download PDF
          
          
            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
        Download PDF
          
          
            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
        Download PDF
          
          
            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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        Football fandom and loss aversion: A paradox
            
            
            
                                
            
            
          
           
            
                      
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樱花直播破解版最新2020版