Greetings,
United States: How much has the economy slowed in the current quarter?
Weak business investment continues to weigh on growth.
Japan: The Japanese yen (JPY) and Swiss franc (CHF) have benefited from a safety bid over the past year.
China: Local debt issuance spiked as governments struggle with declining revenue.
Also, auto and tech manufacturers have a significant presence in Wuhan.
Emerging Markets: Here is a forecast for EM monetary vs. fiscal policy shifts in 2020 (from Capital Economics).
Energy: Speculative accounts have built up a massive bet against US natural gas futures.
Food for Thought: Views on climate change as a threat to the economy:
Edited by Devon Lall
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