Long & Short
Annus Mirabilis?
As we enter the last month of a historic year, it is perhaps appropriate to look forward to 2021…
Read MoreReview, Reset, Revolution?
The single most important factor for national economies going forward is growth…
Read MoreGlass Half Full?
There are many reasons to look beyond the near-term negative of virus resurgence…
Read MoreThe Final Countdown?
From our perspective, the prospects of a trade deal with the EU are…
Read MoreContested Conclusions?
Through much of 2020, the macroeconomic backdrop, financial markets and, in some respects, life in general has been dominated by…
Read MoreRearLagarde Action?
Amid a sharply deteriorating virus – and by extension economic – backdrop for Europe, ECB President Christine Lagarde…
Read MoreEUR: A Changing Tide?
At the start of Q3 as the global economy began to emerge from the self-induced coma of lockdown…
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