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1254 days ago

With covid infections surging, European governments are running out of options

Source: Bloomberg 

#Macro
Coronavirus cases in Europe

1254 days ago

The "K-shape" recovery: Richmond Fed smashes expectations, hits record high

The K-shaped recovery continues, and even as some states seeing a sharp pullback in economic conditions, others are thriving. The mid-Atlantic states that comprise the Richmond Fed district are among the latter, and in fact according to the latest Richmond Fed manufacturing index, conditions have never been better with the index hitting the highest in its post-1993 record - source: Bloomberg, www.zerohedge.com 

#Macro
U.S Richmond Fed manufacturing index

1256 days ago

Massive quarterly global trade rebound: one hit wonder or new trend?

Having cratered amid the US China trade war and the COVID-19 pandemic, the last 3-months saw a big return to growth in global trade.

#Macro
Massive quarterly global trade rebound: one hit wonder or new trend?

1256 days ago

Citi Economic surprises indices in the U.S and Europe have turned

Source: Bespoke 

#Macro
Citi Ecoomic Surprises index in the U.S and Europe

1256 days ago

The number of EU covid cases is now much higher than in the U.S

Source: JHU 

#Macro
Number of EU covid cases in EU and in the U.S
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