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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?

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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