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In global stock markets, July was a pretty quiet month. Covid-19 and its direct and indirect effects look set to remain a crucial theme in the weeks ahead.
By: Darwei Kung
No recovery yet
By: Johannes Müller
Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.
June ends one of the strongest capital-market quarters in decades. But the recovery euphoria is likely to lose momentum now.
Optimism overdone
By: Martin Moryson
The long-term impacts of the Covid-19 emergency fiscal packages will be challenging
Government rescue packages and a gradual end to the lockdown spurred the markets on in May at a pace that probably cannot be continued.
Post the oil-price inflection
In April, some stock indices posted record jumps and the risk premiums of corporate bonds narrowed considerably. This could now be followed by consolidation.
By: Thomas Sweeney
The Fed has expanded the TALF program in an effort to improve financing for households and small businesses.
The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.
In March the longest U.S. bull market finally ended. And was almost forgotten as the coronavirus pandemic, trillions in monetary and fiscal stimulus, and curfews took over.
In February stocks and bonds dived from their record heights. The global spread of the coronavirus seems to be dictating the responses of central banks, economies and markets.
After a turbulent start to the year, investors may be asking themselves whether to buy into the weakness or hedge their positions further? Or do both?
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.
