Macro 'n Cheese

Written by Julius Probst The COVID-19 shock has already led to a huge repricing of

Today, taking a step back from discerning the see-saw movements of financial markets, Roger is having a look at the fundamentals of the UK economy after the recent release of a new budget and just ahead of the Brexit-negotiations restarting shortly.

Written by Julius Probst We are currently witnessing all sorts of macro crises at the

Our team of analysts put together a collection of charts to help you keep track

Today, Julius follows up on his post from last week covering the current turbulent market situation.

After a surprising Super Tuesday, we took a look at some political data we have

Last week was to financial markets what the Red Wedding was to Game of Thrones – meaning pretty much everybody got slaughtered. Our new client specialist and economist , Julius Probst, makes his debut on the Macro n’ Cheese blog today, as he couldn’t not spend his weekend analyzing what’s happening in markets and what this can mean for the rest of 2020.

This collection of charts summarizes the situation, both in China and in the rest of the world, after the Corona outbreak. They’re automatically updated as new data is released, so you can use it to track developments in the coming weeks and months. Since the commentary was written on February 28, it may not always match the updated data.

The unforeseen is the norm when it comes to recession-triggering events, so our in-house economist could be wrong about what the defining moment of this expansion will be. Nonetheless, he raises a couple of ever-important questions in today’s blog.

A recent article on the voxEu site – where our Chief Economist, by the way, spends way too much time – on the paradox of stagnant real wages and rising living standards in the United Kingdom, has garnered some attention. Roger has taken a deeper look at it.

After last week’s piece on China’s Year of the Rat by our NY office, Roger was so inspired that he collected a few extra charts on the Chinese economy – this time, focusing on monetary and fiscal policy.

Few countries dominate—and polarize – the news cycle quite like China. Depending on whom you ask, it’s simultaneously bound for global hegemony and/or imminent collapse. Our New York-based analysts attempt to comb through Macrobond’s massive Chinese database to examine both long-term trends and short-term fluctuations. Considerations about the possible impact of the Coronavirus included. This post should serve as a useful guide to savvy analysts and investors interested in the state of China as it enters its Year of the Rat.