492 insights found
Hoping to give thanks
Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.
Say goodbye, say hello
It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.
If after the January 5th run-offs in Georgia the Democrats still don’t control the Senate, President-elect Biden will have to try to follow a “purple pathway” on economic policy to address “secular s ...
And the winner is....
It’s been a fascinating US election so far, as we all thought it would be. Fears of a presidential meltdown at the prospect of losing appear to be materialising before our eyes.
Comparedto the spring we have higher economic activity today even with much higher coronavirus cases.
Go for growth
The economy always plays a role in how people vote. Prior to the coronavirus crisis, the economy had performed well under Trump.
The increased number of positive COVID-19 cases across Europe has led to some restrictions on social mobility being re-imposed.
COVID-19: Accelerating the energy transition and driving climate-friendly investment opportunities
Global lockdowns have had a positive impact on the environment. But will the crisis help accelerate the transition towards renewable energy, and what might the investment implications be?
No V in earnings
Social distancing seems to be affecting the ability of Premier League defenders to defend. Governments are closing bars and restaurants.