Markets have started to recover after last week’s sharp selloff thanks in part to policy easing. Yet according to US rates guru, George Goncalves, rate cuts may not be the best tool to use. Then there is the longer-term issues of de-globalisation. Former Deutsche Bank economist Caroline Grady, looks at how global trade volumes are faring.
COVID has also brought renewed focus on commodity markets. We therefore feature two Exclusives on the topic. First, commodities expert John Butler provides his first instalment in how to treat commodities as an asset class. Second, top-rated oil analyst Virendra Chauhan looks at the medium-term case for oil even in a world of heightened concerns over climate change. With OPEC meeting today in Vienna this seems particularly timely.
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