LiveWire

16 minutes ago

With covid infections surging, European governments are running out of options

Source: Bloomberg

11 hours ago

The "K-shape" recovery: Richmond Fed smashes expectations, hits record high

The K-shaped recovery continues, and even as some states seeing a sharp pullback in economic conditions, others are thriving. The mid-Atlantic states that comprise the Richmond Fed district are among the latter, and in fact according to the latest Richmond Fed manufacturing index, conditions have never been better with the index hitting the highest in its post-1993 record - source: Bloomberg, www.zerohedge.com

#Macro

1 day ago

Massive quarterly global trade rebound: one hit wonder or new trend?

Having cratered amid the US China trade war and the COVID-19 pandemic, the last 3-months saw a big return to growth in global trade.

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Massive quarterly global trade rebound: one hit wonder or new trend?

1 day ago

Citi Economic surprises indices in the U.S and Europe have turned

Source: Bespoke

#Macro

Citi Ecoomic Surprises index in the U.S and Europe

2 days ago

The number of EU covid cases is now much higher than in the U.S

Source: JHU

#Macro

Number of EU covid cases in EU and in the U.S

2 days ago

Macro implications of various U.S election scenarios in one chart by BofA

Source: BofA

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2 days ago

Covid-19 accelerating already existing trends - e.g Retail Sales E-commerce

Online retail sales grew by more than 25% on a year-on-year basis for the fifth consecutive month. Not only were US retail sales again stronger than expected, they also confirmed that the pandemic has accelerated the changes in the way people shop. Obviously, partial or full lockdowns are an important reason for more online shopping, but it is likely that faster e-commerce penetration will persist as people become more accustomed to online shopping. In addition, more companies are facilitating the change in consumer behavior. This trend, as well as digitalization in general, offers a promising long-term investment story (source: Jeroen Blokland - Robeco)

#Macro

2 days ago

The Covid world: the strong get stronger and the rich get richer while the weak get weaker and the poor struggle more.

Source: UBS

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2 days ago

Double-dip recession in Europe?

Europe faces Double-Dip recession as Italy introduced strongest virus restrictions since end of a national lockdown in May while Spain is set to impose national curfew as cases surge in the 2 countries at the epicenter of initial wave of the pandemic in Europe (source: Bloomberg, Holger Z)

#Macro