Forecasting the US election: should investors prepare for a new president? City Talk Our analysis shows that the US presidential race may be closer than it first appears, but investors should at least be questioning what a Biden win will mean for markets and policy. When it comes to forecasting the US election, on the face of it both macro modelling and polls point to a comfortable win [...]
Exiting lockdown: where’s ready, where’s not, and where risks a second wave? City Talk In collaboration with Schroders’ Data Insights Unit, we’ve looked into the global state of lockdown and compared this with estimated reproduction numbers (R) to identify who is ready to exit lockdown, who is not and who is potentially exiting prematurely. Here’s what we found in summary: While China and Korea were the first to exit [...]
Could the coronavirus derail the global recovery? City Talk Concerns over the spread of the coronavirus are escalating as the death toll has jumped to 81 with 2,744 confirmed cases worldwide (as at 11:00 GMT, 27 January). Travel restrictions on about 40 million people around Wuhan, in the Hubei province of China, have been introduced in an effort to contain the outbreak. However, cases [...]
