European Covid 19 Update - Fear, a Swedish Third Way, and Who Recovers the Best Europe or Asia?
In this week's note we briefly touch on China's data problems, where we give the benefit of the doubt to authorities. We also look at the variety...
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Trump Orchestrates an OPEC+ Production Cut with G20 Backing: Crude to Stay Low
President Trump has coordinated a global crude-oil production-restraint deal among OPEC (led by Saudi Arabia), Russia and other major producers...
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European Covid 19 Weekly Update - Data Anomalies - Differing Approaches May Benefit Europe over Asia
Now it is clear that Europe has passed the peak we turn our attention to the likely wide variety of policies each country will follow when easing...
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Three (Dangerous) Non-Consensus Thoughts
The World economy will progressively struggle back to work over the next 3-6 months. The recovery is starting. Somethings will change, but many...
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Europe Covid 19 Update - More Positive Data - Focus on the Next Stage and EM
Most countries in Europe are tracking below our worst-case scenarios, suggesting more widespread testing. The data is conforming to our expected...
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