Monthly Barometer

2021-04-15T11:52:24+02:001 April 2021|

US stimulus packages and vaccines vanquishing the variants are good for global GDP prospects 2021-22. But this growth could come with collateral damage for [...]

Monthly Barometer

2021-04-15T11:52:26+02:001 March 2021|

Some inflation in the near future is a possibility but the deeper trends are disinflationary. When will it happen and what will it look like? [...]

Monthly Barometer

2021-04-15T11:53:08+02:001 February 2021|

Virus variants are stealing a march on vaccination efforts. Linear thinking will always fail to pick up the financial (and other) impact of macro events. [...]

Monthly Barometer

2021-04-15T11:53:52+02:001 January 2021|

Greater divergence - social, economic, (geo)political, and generational - will characterise our world in 2021. Technology deployed to sustainable ends and as an economic stimulant [...]

Monthly Barometer

2021-04-15T11:54:02+02:001 December 2020|

Effective vaccines are just around the corner, not so a widespread rapid economic recovery - its K shape means that for many sectors the return [...]

Monthly Barometer

2021-04-15T11:54:49+02:001 November 2020|

China has ‘controlled’ Covid-19 and is beginning to reap the economic benefits. In the rich world, up to now, policy has staved off economic disaster [...]

Monthly Barometer

2021-02-21T15:29:10+01:001 October 2020|

In the rich world, autumn COVID seems a little less deadly, but for all that no less devastating for the world’s poor. In terms of the economic recovery, K is either for kickstart or kick-down-and-out, depending on the industry. Rising geopolitical tensions and rivalry are filling the void left by a dissolving global order.

Monthly Barometer

2021-04-15T11:56:09+02:001 September 2020|

COVID-19 will be with us well into until 2021. Austerity has been replaced by unprecedented government spending, some of which, combined with private investment, could [...]

Monthly Barometer

2021-02-19T12:15:13+01:001 August 2020|

Even as the pandemic continues to grow its longer term economic and societal impacts are starting to emerge. Business’ environmental costs must be on future balance sheets. With a vital new deal Europe’s position gains in credibility amidst deteriorating US-China relations.

Monthly Barometer

2021-04-15T12:52:12+02:001 July 2020|

Economists disagree over the shape and timing of a recovery. Re-opening is far from a given and attitudes towards meat, oil and the dollar may [...]

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