- Steen Jakobsen looks at how coronavirus laid bare the fragility of our financial system and global economy.
Worst equity outlook since 2008Peter Garny says the S&P 500 could drop as low as 1,600 as global equities struggle to “climb out of the darkness”.
The great reset is upon usJohn Hardy predicts the end of the global debt bubble and says we won’t see a market low until the USD tops out.
Commodities look to fiscal bazookaOle Hansen delves into the impact of cornonavirus on the energy sector and looks at which commodities could benefit from the crisis.
Demographics: the missing pieceChristopher Dembik discusses whether changing demographics will bring about the end of the secular bull market.
Get to the chopperEleanor Creagh looks at how Covid-19 exposed systemic risks in global supply chains and asks whether it’s time to rethink diversification models.
China will be first out of the global stormChina paved the way for a global slowdown, but will also lead the world out of it, predicts Kay Van-Petersen.