70 insights found
Beyond the deal
Comments may focus this week on a deeper recession in Europe than in the US in Q2, but the opposite picture is emerging for Q3
Waiting for the parachute to open
Given Europe’s still daunting economic challenges ahead, long-haul “federal” fiscal support is crucial. Unfortunately, we are still waiting for the outcome of the Recovery and Resiliance Fund negotia ...
Macrocast Podcast #16 - Fiscal forward guidance needed
Fiscal forward guidance needed
The US handling of the covid pandemic continues to be our main focus.
Macrocast Podcast #15 - US Policy-makers looking for a plan B
US Policy-makers looking for a plan B
The impact on US activity of states delaying reopening or re-imposing restrictions is starting to show in some real-time data
Macrocast Podcast #14 - Job protection and demand management
Job protection and demand management
With some US states rolling back on the relaxation in covid containment measures, the mechanical rebound in economic activity may be less spectacular than expected.