EU Exports of Machinery: in the 3rd quarter 2020 the "rebound" effect has been still modest

Published by Marcello Antonioni. Nov. 25, 2020 .

Great Lockdown Industrial equipment Conjuncture Check performance Export Uncertainty Global economic trends

Penalized by the climate of international uncertainty, European sales of instrumental mechanics are struggling to restart. [ Read all ]

The Airbus-Boeing Saga and the Transatlantic Dispute

Published by Marzia Moccia. Nov. 25, 2020 .

Europe Conjuncture United States of America Uncertainty Trade war Global economic trends

A year after the US tariff imposition, the European Union also hits 4 billion worth of American products. Which ones? [ Read all ]

FX Update: Turkey’s new Course and Competitiveness in the post-Covid World

Published by Alba Di Rosa. Nov. 20, 2020 .

Emerging markets Covid-19 Turkish lira Exchange rate risk Uncertainty Central banks South-east Asia Asia Exchange rate Exchange rates

The recent strengthening of South Korean won and Thai baht is starting to be perceived as a risk factor by national authorities, in the current delicate phase of economic recovery [ Read all ]

The Turkish lira roller-coaster

Published by Alba Di Rosa. Nov. 13, 2020 .

Covid-19 Exchange rate Emerging markets Turkish lira Uncertainty Exchange rate risk Economic policy Central banks Exchange rates

On the brink of a new currency crisis, the Erdogan administration announces a change of course in terms of economic policy [ Read all ]

US Elections: Financial Markets' Reaction and the Impact on the Dollar

Published by Alba Di Rosa. Nov. 6, 2020 .

Emerging markets Covid-19 Exchange rate risk Great Lockdown Dollar United States of America Chinese yuan Economic policy Uncertainty Slowdown Central banks Exchange rate Exchange rates

Financial markets are pricing a Democratic victory and a split Congress: the dollar weakens and risk appetite is back on the scene [ Read all ]

International Trade Outlook: Uncertainty and Growing Chinese Threat

Published by Marzia Moccia. Nov. 4, 2020 .

Great Lockdown Conjuncture Industries Export markets Foreign markets Uncertainty IMF Global economic trends

The recovery in global demand over the next two years will reflect the asymmetric impact of the health crisis on countries and sectors [ Read all ]

Second Wave: Covid Fear Hits Financial Markets

Published by Alba Di Rosa. Oct. 30, 2020 .

Great Lockdown Swiss franc Dollar Exchange rate risk Japanese yen Covid-19 Uncertainty Euro Central banks Exchange rate Exchange rates

Falls on stock markets and eyes on safe-havens on currency markets [ Read all ]

Covid-19 Goods and Devices: International Trade figures

Published by Marzia Moccia. Oct. 21, 2020 .

Covid-19 Health products Great Lockdown Conjuncture Uncertainty Global economic trends

The outbreak of the Covid-19 pandemic on a global scale has led to a massive increase in demand for essential medical goods and equipment, with China playing an increasingly significant role [ Read all ]

October 2020 IMF Scenario: the Long Road to Recovery

Published by Alba Di Rosa. Oct. 20, 2020 .

Covid-19 Great Recession Europe Great Lockdown Emerging markets United States of America Uncertainty Italy Global economic trends

The latest World Economic Outlook forecasts shed a ray of hope on 2020, compared to previous estimates; however, all major economies remain in negative territory, with China as a relevant exception [ Read all ]

Focus on EM Currencies: Fiscal Uncertainty Weighs on the Real

Published by Alba Di Rosa. Oct. 16, 2020 .

Emerging markets Covid-19 Latin America Brazilian real Exchange rate risk Economic policy Uncertainty Central banks Exchange rate Exchange rates

The Brazilian currency reflects markets' worries over the state of health of public finances, with regard to a new social welfare program [ Read all ]