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Localisation: The New Macro Paradigm

As globalisation falters amid the Covid-19 pandemic, will we see the death of free market economies?

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Featured articles

  • Localisation and state capitalism
    Steen Jakobsen looks at how deglobalisation and Covid-19 will bring about the death of free markets as the main economic drivers.
  • More pain ahead for equities
    Peter Garny discusses the extreme fragility of equity markets and looks into potential investment themes and opportunities.
  • USD still the centre of gravity
    John Hardy dispels assumptions that the markets are returning to normal and questions whether the Fed’s actions have created a new USD bubble.
  • Gold bulls risk delayed gratification
    Ole Hansen looks at whether gold will continue to shine in Q3 and analyses crude oil’s potential to recover lost ground.
  • Europe’s green relocation dream
    Is the EU's ambition to become more self-sufficient anything but an empty promise? Christopher Dembik gives his take.
  • The great rewind
    Eleanor Creagh looks at the Australian economy’s ability to cope as deglobalisation and nationalist sentiment takes hold.
  • Trump and Covid-19 the best things to happen to China
    Kay Van-Petersen explains how China will benefit from localisation and a shift away from an export-driven economy.

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    Quarterly Outlook Q2 2020

    A World Out of Balance

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    A World Out of Balance

    Quarterly Outlook Q1 2020

    The Great Climate Shift

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    The Great Climate Shift

    Quarterly Outlook Q4 2019

    The Killer Dollar

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    The Killer Dollar

    Quarterly Outlook Q3 2019

    The global fiscal panic

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    The global fiscal panic

    Quarterly Outlook Q2 2019

    Europe – can the centre hold?

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    Europe – can the centre hold?

    Quarterly Outlook Q1 2019

    Beware the global policy panic

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    Beware the global policy panic

    Quarterly Outlook Q4 2018

    Emerging or Submerging markets?

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    Emerging or Submerging markets?

    Quarterly Outlook Q3 2018

    This could end very badly

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    This could end very badly

    Quarterly Outlook Q2 2018

    The end of a cycle like no other

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    The end of a cycle like no other

    Quarterly Outlook Q1 2018

    How to spot a bubble? 

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    How to spot a bubble? 

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