Manager Commentaries
Macroeconomics
Oil markets pin hope on vaccine and OPEC+
Oil prices are likely to trend slightly higher as OPEC+ mulls maintaining lower output in 2021 and demand recovers in key markets such as China.
Macroeconomics
Calls for new stimulus as recovery fizzles
Governments are trying to calibrate their policies to support growth as “fiscal cliffs” loom amid a resurgence in the virus.
Investment updates
Most recent
November 24 — Oil markets pin hope on vaccine and OPEC+
November 19 — Calls for new stimulus as recovery fizzles
November 11 — U.S. politics amid virus surge
The global economy this week
November 23 — Highlights of the past week, from central bank policies to trade and currency trends.
Inflation
EUROZONE: The annual inflation remained stable at -0.3% in October, compared with September.
Most recent
Equity Outlook | Q4/2020
What would the end of the pandemic mean for the bull market?
Capital Markets Outlook | Q4/2020
Recovery math: Square root of K = 0
Fixed Income Outlook | Q4/2020
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