2020 – coronavirus reversal and rebound

Covid-19 is the paramount issue. We expect a sharp economic slowdown in the first half of 2020, followed by a subdued rebound.

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Multi Asset Overview

Further articles

Mar 27, 2020 Macro

Governments and central banks, helping largely

The stimulus measures being passed in response to the coronavirus pandemic are unprecedented. However, a recession seems inevitable. Who will ultimately have to bear the costs?

Mar 27, 2020 Macro Outlook

Nasty business

The novel coronavirus has introduced a hefty dose of uncertainty to global growth forecasts

Mar 27, 2020 Macro

Covid-19 and the U.S. labor market

How much should we expect unemployment rates to rise in the aftermath of the coronavirus pandemic? History offers some preliminary pointers.

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