~Weekly Overview~
De-escalation Welcome to another blog update of the Weekly Overview Series. In this week… Italy and Spain set lockdown de-escalation plans with fixed dates to return to normality. Meanwhile, the U.K will revise lockdown options and underscores a second-wave risk. In Germany, new Coronavirus’ cases increase the most in four days and obliges Merkel to […]
Navigating during a pandemic
It has been another week of interesting panel discussions over the web. Many new perspectives and ideas have been brought up yet again allowing us to have a better picture of what the coming months are expected to look like. If you’ve read my last article, you’ll notice that there are ideas that are the […]
~Weekly Overview~
“The Long Squeeze” Welcome to another blog update of the Weekly Overview Series. In this week… Coronavirus cases now at their peak or slowly falling in most of western countries. However, daily death tolls still accelerating in Canada, Brazil or Turkey. US Weekly Jobless Claims in line with expectations. 4.427 million Americans filed for unemployment […]
COVID-19: What now?
As you will be hearing and already have heard the data screaming the impacts of the Great Corona Crisis (GCC). The 6.8% YoY Q1 China GDP decline, the 58% drop in auto sales and the near 70% drop in JPMs profits are very alarming but they are screams from the past. We’re still in the […]
Covid-19 and The Sovereign Debt Story
One area that has caught my interest throughout the current crisis has been the Economic response of countries across the world and the potential strains on debt sustainability as a result. Looking at Europe, The US and Emerging Markets (EM), we’ve seen government budgets completely overhauled and replaced by massive, blank cheque spending that only […]
~Weekly Overview~
Plateauing but… Welcome to another update of the Weekly Overview Series. In this week… Coronavirus daily deaths are plateauing in the worst-hit countries included the US and the UK. It will continue plateauing for two or three weeks more before starting to decrease. The number of cases reached 2 million worldwide, an increase of one […]