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March 20, 2020 • As the world is awakening to COVID-19’s economic consequences, markets are undergoing the most severe decline since 2008. Massive monetary and fiscal intervention is coming and it will be a game changer for global financial markets.
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February 3, 2020 • While a virus weighs hardly anything, it may be heavy enough to tip the global economy into recession and to prompt central banks into action.
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The Weekly Opinions are concise and data-driven observations pointing to key current issues in financial markets. The premium monthly Swerve Insights are thought pieces articulated into two sections: a monthly macro update and a specific investment idea. All delivered in a concise package to help you stay ahead in the financial landscape of today and to get inspired with new ideas and opportunities.
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