By: Martin Moryson
The long-term impacts of the Covid-19 emergency fiscal packages will be challenging
The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.
By: Peter Doralt
We take an initial stroll along the campaign trail heading towards the U.S. elections in November – and tell you what potential signals to listen up for in all the noise likely to head your way.
By: Elke Speidel-Walz
U.S.-Chinese "phase-one deal": Ceasefire in the trade war, but nothing more. Tariffs remain much higher than they were. What's next?
While German fiscal policy is fairly expansionary by its own standards, requests for more fiscal stimulus are mounting. Without a serious recession in sight we don't expect much more.
After a long struggle, Japan is raising its consumption tax on October 1. Although this will weigh on the economy, we do not believe that it should cause a drastic slump as in 2014.
