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Macrocast

Pressure Points

We take a step back and focus for the last Macrocast of 2020 on the new "big government" zeitgeist.

Macrocast

Deep purple?

If after the January 5th run-offs in Georgia the Democrats still don’t control the Senate, President-elect Biden will have to try to follow a “purple pathway” on economic policy to address “secular s ...

Macrocast

Gravity wins in the end

Traditional macro indicators are pointing to a relapse in Europe – but the situation in the US is also fragile.

Macrocast

Macrocast - The price of investment

The Iowa primaries did not provide much clarity on how the US presidential race is shaping up. Donald Trump has had a good start to 2020, and we note that the White House has been quite conciliatory ...

Macrocast

Previewing the Strategy Review

The global dataflow is not changing much, between still struggling manufacturing and resilient services. But at least the balance of risk has improved since the central banks’ latest stimulus. They h ...

Macrocast

New year, old issues

US elections: middle-class hunting is conducive to fiscal adventures.

Macrocast

The year is ending better than it started

Boris Johnson’s ample victory gives him ample leeway to move away from his campaign rhetoric and secure a decent Free Trade Agreement with the EU.

Macrocast

Avoiding the worst, not expecting the best

ECB: communication realignment is failing for now. The public debate is pre-empting the “strategy review” as Lagarde is readying for her first post-Council press conference.

Macrocast

Capex beyond uncertainty

The leadership change in the German centre-left may strengthen some expectations in the market of a significant fiscal push in Berlin next year.