By: Elke Speidel-Walz
Despite de-globalization fears, China and Asia are back at the center of global supply chains. The RCEP Asian trade-integration plan has big global implications.
Fiscal stimulus is likely to be more limited than under a Democratic landslide
By: Johannes Müller
Looking good for Democrats – don't count out the underdogs, though
Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.
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.