Our latest macroeconomic insights Global Economics Focus The private sector costs of COVID-19 The immediate costs of the COVID crisis will be shouldered more by governments than the private sector. However, as fiscal support recedes in the coming years, a greater share of the costs will be... 30th September 2020 · 31 mins read Global Markets Update How we think Japan’s markets may perform under Suga In this Update, we consider the near-term outlooks for the yen, Japanese equities and government bonds under new Prime Minister Yoshihide Suga, and compare them with their performance in the early... 29th September 2020 · 3 mins read Global Markets Update Brighter outlook for the Norwegian krone next year Although the Norwegian krone has been the worst performing G10 currency so far in 2020, we expect it to make up some lost ground in 2021 even if it falls a bit more in the near term. 29th September 2020 · 3 mins read Asset Allocation Update Equities, commodities, and the risk of higher inflation The fallout from COVID-19 will probably keep inflation subdued in the near term. But there is a risk of significantly higher inflation further ahead if earlier policy stimulus starts to push prices up... 28th September 2020 · 3 mins read Pagination Previous … Page 184 Page 185 Page 186 Page 187 Current page 188 Page 189 Page 190 Page 191 Page 192 … Next
Global Economics Focus The private sector costs of COVID-19 The immediate costs of the COVID crisis will be shouldered more by governments than the private sector. However, as fiscal support recedes in the coming years, a greater share of the costs will be... 30th September 2020 · 31 mins read
Global Markets Update How we think Japan’s markets may perform under Suga In this Update, we consider the near-term outlooks for the yen, Japanese equities and government bonds under new Prime Minister Yoshihide Suga, and compare them with their performance in the early... 29th September 2020 · 3 mins read
Global Markets Update Brighter outlook for the Norwegian krone next year Although the Norwegian krone has been the worst performing G10 currency so far in 2020, we expect it to make up some lost ground in 2021 even if it falls a bit more in the near term. 29th September 2020 · 3 mins read
Asset Allocation Update Equities, commodities, and the risk of higher inflation The fallout from COVID-19 will probably keep inflation subdued in the near term. But there is a risk of significantly higher inflation further ahead if earlier policy stimulus starts to push prices up... 28th September 2020 · 3 mins read
