by Rachel Poole | Aug 7, 2020 | Geopolitics & the Day After
The Covid-19 Pandemic is Forcing a Rethink in Macroeconomics The EconomistRead the full article here The Covid-19 pandemic may be ushering in a new era of macroeconomics. Supply chains and production have been disrupted, but demand has taken the hardest hit. The...
by Tyler Thompson | Jul 31, 2020 | Geopolitics & the Day After
Here is a summary of four articles with unique insights that may have an impact on our lives and portfolios in the medium term. Redrawing the Map of Global Trade Boston Consulting GroupRead the full article here More than anything else, the coronavirus crisis has been...
by Tyler Thompson | Jul 24, 2020 | Geopolitics & the Day After
By Rachel Poole and Tyler Thompson There are those who make a difference. There are those who draft history. And then there are those who change history forever. We hope that our readers will enjoy one of the last interviews that Paul Volcker – the best Chairman...
by Rachel Poole | Jul 16, 2020 | Geopolitics & the Day After
Coronavirus Spending Pushes U.S. Budget Deficit to $3 Trillion for 12 Months Through June Kate Davidson, Wall Street JournalRead the full article here The US budget deficit has soared in the months since the pandemic began, and is projected to reach $3.7 trillion...
by Rachel Poole | Jul 10, 2020 | Geopolitics & the Day After
World Economy That Took Elevator Down Faces Steep Stairs Back Up Enda Curran, BloombergRead the full article here In the wake of what the IMF has called “The Great Lockdown,” the world has suffered from the worst economic crisis since the Great Depression. While...
by Rachel Poole | Jul 3, 2020 | Geopolitics & the Day After
Pandemic Causes ‘unprecedented’ fall in global trade Valentina Romei, Financial TimesRead the full article here April data reveal that world trade has experienced an “unprecedented” decline as a result of the Covid-19 pandemic. The volume of global trade in...