- 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 equitiesPeter Garny discusses the extreme fragility of equity markets and looks into potential investment themes and opportunities.
USD still the centre of gravityJohn 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 gratificationOle 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 dreamIs the EU's ambition to become more self-sufficient anything but an empty promise? Christopher Dembik gives his take.
The great rewindEleanor 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 ChinaKay Van-Petersen explains how China will benefit from localisation and a shift away from an export-driven economy.