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US-China tensions make a comeback
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US-China tensions make a comeback

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Fundamentally, the US dollar should weaken given extreme overvaluation. However, renewed US-China trade tensions suggests that several G10 and emerging market currencies will face significant headwinds.

Covid-19 vaccines, sprinting for solutions
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Covid-19 vaccines, sprinting for solutions

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While awaiting a Covid-19 vaccine, the world strives to improve logistics and hospital capacity. A second wave could now be better managed.

Ventilating economies with intensive care
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Ventilating economies with intensive care

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As central banks attempt to ventilate their Covid-19-stricken economies, we anticipate a lengthy period of sluggish inflation, setting a path for interest rates and financial assets for the year ahead.

COVID-19: Daily Dashboard
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COVID-19: Dashboard

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Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates. Discover more on global de-confinement measures, emerging markets and sector takeaways. 

The euro area constitutional challenges and potential revival of US-China tensions: FX implications and risks

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The German court’s ruling on the ECB’s quantitative easing programme has inflicted some short-term damage to the investor sentiment and trade tensions have resurfaced. We review our FX forecasts to reflect this new reality.

Poor neighbours: Europe’s mounting north-south divide

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The Covid-19 crisis has highlighted philosophical differences in the EU that are not about whether the bloc’s states can afford to support one another, but whether they should. 

COVID-19: Daily Dashboard
investment insights

COVID-19: Dashboard

Nachrichten in Englisch
Our weekly dashboard offers insight into public health measures, monetary policy, fiscal stimulus and infection rates. Discover more on global de-confinement measures, emerging markets and sector takeaways. 

Red and blue, the US’s polarised lenses
investment insights

Red and blue, the US’s polarised lenses

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Americans look vulnerable to the Covid-19 crisis. The pandemic has exacerbated the country’s political polarisation in a presidential year like no other, while unprecedented levels of fiscal and monetary spending look entirely justified. 

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