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COVID-19 ENG Global Risks

Macro focus: COVID-19 surge in the US: making sense of the data

Key takeways A new surge in coronavirus cases across the world is threatening to stall the efforts made to revive the global economy. What is the likely path of the pandemic following this surge? Is the talk about a second wave warranted and what can be done about it? In this article, we assess the […]

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China Economy ENG G20 / Global Global Risks Market & Geopolitics United States

Markets & Geopolitics: The ORE of discord or the Battle for Rare Earths

Rare earhs could become a focal point in the coming trade battles following the scraping of that agreement. Several initiatives like Sen. Ted Cruz ORE legislation and Commerce Sec. Wilbur Ross inquiry into vanadium imports support this claim. We explain why the Battle for rare earths is a the heart of a reshaping of globalisation and an acceleration of the technology race in the wake of the coronavirus crisis.

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China Economy ENG G20 / Global Global Risks Macro Focus ENG

Understanding the dynamics and counting the cost of the coronavirus

The spread of the coronavirus (Covid-19) is currently the number one concern among healthcare specialists, policymakers, journalists, economic and market analysts and ordinary citizens alike.   The elucidation of the disease’s dynamics, death toll and impact on the Chinese and on the global economy are mobilising experts and analysts both in the economics and healthcare communities. […]

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China Economy ENG G20 / Global Global Risks Market & Geopolitics Trade Wars United States

Donald J. Trump and the return of strategic trade policy

Public statements made by the leaders of Canada, Mexico, the UK, France, Germany, and other EU countries, to protest against Donald Trump’s decision imposing tariffs on aluminium and steel imported to the United States from these countries were predictable. As are the retaliatory measures envisaged by these countries. But this has not prevented the Trump […]

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China Economy ENG Global Risks Market & Geopolitics Trade Wars United States

Donald Trump and global order: disruption or continuity?

The picture is reassuring. The Ministers of Finance of the twenty largest economies in the world, together with the Managing Director of the IMF, display a perfunctory smile. But despite this reassuring impression, the G20 Finance Ministers meeting that was held in Baden Baden, in Germany, marks the end of an era. It signals a […]