Archive for January 2021

US, China must act to avoid monetary breakdown

US, China must act to avoid monetary breakdown

Inflation fears show currency reset needed – but it may all end in failure ...
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Laschet’s unconvincing win raises fresh questions in German transition

Laschet’s unconvincing win raises fresh questions in German transition

Confrontational Merz loses but throws down gauntlet against Merkel ...
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Outlook 2021: Why the era of low inflation could last for 50 years

Outlook 2021: Why the era of low inflation could last for 50 years

Many assumptions, not just the link between government borrowing and inflation, no longer apply ...
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Who will fill Europe’s post-Merkel vacuum?

Who will fill Europe’s post-Merkel vacuum?

Complex leadership choice is only the start of a difficult transition in Germany ...
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Outlook 2021: Biden must adopt multilateral tactics for China policy

Outlook 2021: Biden must adopt multilateral tactics for China policy

Relations between the US and China will remain fraught, albeit more diplomatic ...
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Outlook 2021: Making diversity count

Outlook 2021: Making diversity count

Investment industry can make a transformative contribution ...
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Risks remain for 2021 economic recovery

Risks remain for 2021 economic recovery

Upbeat IMF and OECD forecasts may be overlooking key factors ...
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Sovereigns to test the long end of the curve

Sovereigns to test the long end of the curve

Central banks want more buying room in 2021 ...
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Don’t overplay the dollar’s decline in 2021

Don’t overplay the dollar’s decline in 2021

Expect some weakness, but there’s little to suggest a sudden crash ...
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Britain’s priority: overcoming European growth lag

Britain’s priority: overcoming European growth lag

Diversions and disruption ahead on EU journey Britain has suffered a GDP ...
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