Sept 8th 2020 International Selection «More inflation is the biggest risk to the markets» Alberto Gallo, Portfolio Manager and Partner at Algebris Investments in London, sees long-term government bonds as dangerous investments and believes in Europe's strengths.
Sept 7th 2020 Comment Cultural Decoupling from China Will Hurt the US US-China relations are on the brink of collapse. Economic decoupling is already a reality, and US-led cultural separation may soon be. That would be a tragedy. A column by Minxin Pei.
Sept 4th 2020 Comment What Next for Great Cities? Megacities like London or New York might be bound to share the same fate as great cities of the past, like Venice. Covid has heightened preexisting tensions. A column by Harold James.
Sept 3rd 2020 Comment How Does the Covid Recession Compare? The economic conditions are too closely tied to the pandemic’s trajectory to be able to forecast the course of recovery. Effects include a loss of small businesses and human capital. A column by Michael J. Boskin.
Sept 2nd 2020 Comment What Belarus Needs European countries should be prepared to accept Belarusian refugees, and they ought to provide financial support to nongovernmental organizations and cultural institutions. A column by Sławomir Sierakowski.
Aug 31st 2020 Comment America’s Coming Double Dip The more severe the downturn, the greater the damage, the longer the healing, and the higher the likelihood of a double dip. A column by Stephen S. Roach.
Aug 28th 2020 Comment South Korea on Top Again In retrospect, it would not have been unreasonable to assume that South Korea would suffer more than other OECD countries from the pandemic. But quite the opposite happened. A column by Jim O’Neill.
Aug 27th 2020 Comment Tech Titans at Bay? Though the tech monopolists may capture significant short-term gains from the accelerating shift online, they can no longer avoid the harsh glare of the political spotlight. A column by Diane Coyle.
Aug 25th 2020 Comment The Armenian Model for Belarus The West will have to be proactive in its diplomacy, making clear that it will support a democratic Belarus that still chooses to have close links to Russia. A column by Carl Bildt.
Aug 24th 2020 Comment Financial Repression Revisited? Because of Covid-19, sovereign debt is rising. Politicians will be tempted to cut the costs of debt service by capping the interest rates that financial institutions are allowed to pay. A column by Anne O. Krueger.
Aug 24th 2020 Comment The Economic Factor in Belarus The Belarusian economy cries out for liberalization and privatization, and it has the basic ingredients for launching such a process. Belarus has many assets. A column by Anders Aslund.
Aug 18th 2020 Comment Covid Coin? One way or another, the post-pandemic world will move very fast in payments technologies. Central banks cannot afford to play catch-up. A column by Kenneth Rogoff.