By Bilal Hafeez 25-11-2020
In: post | Newsletter

Charts to Give Thanks For / A Pandemic Proofed US Economy

(2 min read)
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(1) Charts To Give Thanks For In 2020  (3 min read) I continue the Macro Hive tradition of upbeat charts for Thanksgiving. It seems particularly important this year given months of COVID gloom.

(Bilal Hafeez│ 25th November, 2020)




(2) Ongoing COVID-19 Surge To Have Limited Economic Impact (3 min read) And with Thanksgiving tomorrow, we bring forward Dominique Dwor-Frecaut’s usual Thursday analysis to today. This week she argues that the latest US COVID surge will have only a limited impact given the economy is now ‘pandemic proofed’. 

(Dominique Dwor-Frecaut│ 25th November, 2020)



(1) FX stability At Risk From Mounting EM Debt (5 min read) In this week’s Deep Dive, Sam van de Schootbrugge summarises a new Ken Rogoff NBER working paper. It looks into declining exchange rate volatility and whether the trend will persist post-pandemic.

(Sam van de Schootbrugge│ 25th November, 2020)



(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)



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