Coronavirus Watch: Near term worries focus minds

Posted by Ben May on Nov 24, 2020 9:33:46 AM

After healthy rises on initial positive vaccine news from Pfizer BioNTech, global equity markets failed to push higher last week. Despite the...

Coronavirus Watch: Vaccine news reduces uncertainty

Posted by Ben May on Nov 17, 2020 9:33:53 AM

The recent encouraging Covid-19 vaccine developments bode well for a significant easing of restrictions on activity in 2021, while diminishing...

Some economists have been quick to upgrade their GDP forecasts for next year in response to the news that the Pfizer-BioNTech Covid-19 vaccine...

The positive newsflow on an imminent vaccine much reduces the downside risks to our baseline view for 2021 and should limit the hit to confidence...

Implications of a vaccine for growth

Posted by Innes McFee on Nov 16, 2020 11:11:53 AM

News of an effective potential vaccine is a significant boost in the fight against Coronavirus, but it doesn’t yet warrant an upgrade to our...

Coronavirus Watch: Growers, slowers, & going lowers

Posted by Ben May on Nov 10, 2020 9:29:10 AM

Although the US election results have not triggered a significant change to our assessment of the US or global economic outlook for 2021, double...

Coronavirus Watch: Re-entering lockdown

Posted by Ben May on Nov 3, 2020 9:59:57 AM

Record-breaking rises in US and eurozone GDP in Q3 showed the initial rebound in activity was sharp as both economies emerged from lockdown. But...