Latest ideas and analyses related to economic recovery

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China

+44 pts



China should see stronger than expected economic recovery in 2022 as policy shifts from tightening to easing

By phenphen on Nov. 23, 2021, 12:36 p.m.
Tagged topics: economic recovery

Views: 127, Votes: 8, Responses: 0, Attachments: 1
IFN

+36 pts



India's 2022 Economic Outlook

By BrianTham on Nov. 12, 2021, 7:39 p.m.
Tagged topics: India , macro environment , economic recovery

Views: 26, Votes: 3, Responses: 0, Attachments: 1
Food & Drinks

+34 pts



OLO worth looking at this level

By skybridge on Oct. 26, 2021, 11:04 a.m.
Tagged topics: buying opportunity , economic recovery , buy the dip

Views: 11, Votes: 2, Responses: 0, Attachments: 0
Oil and Gas

+44 pts



Goldman says oil demand reaching pre-Covid levels, likely to surprise consensus to upside

By ethonomics on Oct. 25, 2021, 10:30 a.m.
Tagged topics: travel recovery , economic recovery , strong demand , dirty energy

Views: 133, Votes: 7, Responses: 0, Attachments: 2
Global Macro

+1 pts





By uniqueerique on Oct. 22, 2021, 4:18 p.m.
Tagged topics: COVID-19 , economic recovery , capex cycle

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Global Macro

+38 pts



Morgan Stanley expects capex to lead the global recovery from COVID

By josiebe on Oct. 22, 2021, 1:13 p.m.
Tagged topics: COVID-19 , economic recovery , capex cycle

Views: 41, Votes: 2, Responses: 1, Attachments: 2
Emerging Markets , Global Macro

+36 pts



Where are we in the EM vs. DM Cycle?

By ethonomics on Oct. 18, 2021, 1:51 p.m.
Tagged topics: economic recovery , Goldman Sachs , economic cycle , EM vs. DM

Views: 17, Votes: 4, Responses: 0, Attachments: 2
EWJ

+5 pts





By javiersb7 on Oct. 16, 2021, 11:02 a.m.
Tagged topics: analyst checks , lower GDP forecast , economic recovery

Views: 1, Votes: 1, Responses: 0, Attachments: 0
EWJ

+34 pts



Japan Economic Adviser: Is “carbon neutrality” by 2050 feasible?

By KHUN on Oct. 15, 2021, 5:52 p.m.
Tagged topics: analyst checks , lower GDP forecast , economic recovery

Views: 30, Votes: 4, Responses: 1, Attachments: 2
IEMG

+37 pts



Asia Pacific Equities

By KHUN on Oct. 12, 2021, 7:01 p.m.
Tagged topics: analyst checks , deep dive , economic recovery

Views: 43, Votes: 6, Responses: 0, Attachments: 2
DVYE

+33 pts



Emerging Markets Economics Daily

By KHUN on Oct. 12, 2021, 6:59 p.m.
Tagged topics: management commentary , analyst checks , economic recovery

Views: 25, Votes: 3, Responses: 0, Attachments: 2
Global Macro

+40 pts



Goldman says easy part of Covid recovery is over, as growth slows and prices rise globally

By ethonomics on Oct. 12, 2021, 12:22 p.m.
Tagged topics: economic recovery , Goldman Sachs , stagflation

Views: 100, Votes: 3, Responses: 0, Attachments: 2
EWS

+32 pts



Singapore: Risks tilted towards a MAS hawkish hold

By KHUN on Oct. 12, 2021, 7:36 a.m.
Tagged topics: analyst checks , deep dive , economic recovery

Views: 26, Votes: 2, Responses: 0, Attachments: 2
US Macro

+35 pts



Goldman now expects a slower recovery in #consumerspending due to virus drag and #chipshortage

By ethonomics on Oct. 11, 2021, 12:55 p.m.
Tagged topics: Consumer spending , COVID-19 , economic recovery , Goldman Sachs , chip shortage

Views: 104, Votes: 3, Responses: 0, Attachments: 2
SPY

+33 pts



No-one is mentioning the R-word - yet it could put growth impostors to the sword

By KHUN on Oct. 10, 2021, 6:34 p.m.
Tagged topics: analyst checks , deep dive , economic recovery

Views: 44, Votes: 2, Responses: 0, Attachments: 2
VGK

+34 pts



The triumph of economics?

By KHUN on Oct. 8, 2021, 8:29 a.m.
Tagged topics: Europe , economic recovery , raise GDP forecast

Views: 21, Votes: 3, Responses: 0, Attachments: 2
VGK

+32 pts



RBC European Rates & Economics Daily

By KHUN on Oct. 6, 2021, 7:36 a.m.
Tagged topics: analyst checks , economic recovery , RBC

Views: 18, Votes: 2, Responses: 0, Attachments: 2
SPY

+36 pts



Global Economics Quarterly: The garden of forking paths

By KHUN on Oct. 3, 2021, 5:40 p.m.
Tagged topics: analyst checks , economic recovery , post recovery

Views: 52, Votes: 5, Responses: 0, Attachments: 2
VGK

+35 pts



BoE expected to stay on hold amid rising inflation

By KHUN on Sept. 20, 2021, 6:31 p.m.
Tagged topics: analyst checks , deep dive , economic recovery

Views: 28, Votes: 4, Responses: 0, Attachments: 2
US Macro

+33 pts



Goldman says the uneven labor market recovery could have dovish monetary policy implications

By ethonomics on Aug. 27, 2021, 6:03 p.m.
Tagged topics: interest rates , economic recovery , Goldman Sachs , racial disparity , monetary policy

Views: 104, Votes: 2, Responses: 0, Attachments: 2