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The economic and markets impact of Trump vs Biden
Exploring the global economy in the post-pandemic age
What will the property market look like after the pandemic?
Does the coronavirus spell the end of this phase of globalisation?
Gauging the UK’s economic performance after leaving the EU
Our latest views on how monetary policy-making is changing with the pandemic
The growth outlook for EMs in a post-pandemic age
Published on: 4 December 2020
These are our highest conviction macro calls, and their market implications. These calls are rooted in our macroeconomic analysis, selected according to the strength of our views, and with an emphasis on assets that are widely tradeable. Current calls include the impact of vaccines, and why the renminbi will strengthen even more.