Economic Insights

Mar 24, 2020

France, Germany, Eurozone: Reading the recession in the PMI leaves

Latest PMI data reiterate the historical proportions of the economic setback currently underway, with many survey components reaching all-time lows

Mar 23, 2020

Covid-19: Quarantined economics

From a health crisis to a triple shock on the economy.

Mar 23, 2020

The Fed goes unlimited. Really?

Amid the Covid-19 crisis, the Fed announced a new round of measures to keep financial markets operating smoothly.

Mar 19, 2020

ECB: From "whatever it takes" to "bring it on"

The ECB announced a new temporary asset purchase program worth EUR750bn until the end of the year - or longer if needed - in response to the COVID-19 outbreak.

Mar 13, 2020

Covid-19: A timid "whatever it takes" from policy makers across Europe

Containment measures could cost between 0.7pp to -3.0pp of GDP growth depending on the country and the severity of the lockdowns.

Mar 10, 2020

Covid-19: After a lost quarter, 75% of the Chinese economy is back

Mar 09, 2020

Low for longer oil prices: Who is at risk?

Mar 05, 2020

Quarantined trade: Covid-19 to cost USD320bn of trade losses every quarter

In one quarter, global trade has already suffered from the equivalent of the full-year trade war between the U.S. and China in 2019.

Mar 04, 2020

Super Tuesday: And the winner is... public debt in America

Biden was the clear winner but Sanders is still in the race.