In this edition we highlight:
- Major Market Global Overview. As we move through Q2, investors around the world are watching to see whether countries can emerge successfully from the lockdowns.
- Comparing Policy Responses. As the coronavirus surges across the world, governments are taking unprecedented measures in order to protect their citizens and their economies. Here, we outline the responses across key economies.
- Emerging Market Country Profiles. The key economic developments across: Brazil, South Africa, South Korea, and China.
- Comparing Lockdowns vs. Re-Openings. We created a simple 5-factor model to evaluate the restrictions imposed by different countries, how they compare in terms of severity of lockdown, and where they are heading in the spectrum of reopening.
- Currency Forecasts. Forecasts for major and emerging market currencies through Q1 2021.
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