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The Earth is still turning
Weekly investor research
06 April 2020
Economic activity picked up in China in March. Ukraine’s Zelensky leads from the front to pass key reforms. India finally looks set to join key fixed income benchmark indices. Turkey’s ticking macroeconomic time bomb. Peru goes big in fighting the economic downturn. Indonesia paves the way for counter-cyclical fiscal policy. Hungary turns its back on democracy. Zambia prepares to restructure debt. Mexico activates its Fed swap line. The global backdrop section discusses the denial surrounding the spike in initial jobless claims in the United States, improving Dollar liquidity and the importance of watching oil prices like a hawk right now.