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Luke Templeman

Analysis and studies from Luke Templeman

49 Documents
March 31, 2020
1
Global new cases have increased by 8.8 per cent over the last 24 hours, with overall cases now over 785,000, but we continue to see significant slowing across the most heavily impacted regions around the world. Today was the second day in a row that global new case growth was under 10 per cent after being well above for most of the last two weeks. [more]
March 30, 2020
2
Global cases have risen to over 700,000, with the US (over 142,000 cases) driving the bulk of the recent growth rate. However, over the last 24 hours the global growth rate has dipped below 10 per cent after trending in a low double digit range for the past ten days. The peak of 14 per cent occurred last Sunday (March 22). Will that be the high watermark? [more]
February 3, 2020
6
Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations. [more]
December 4, 2019
10
Yi Xiong, China Economist, sets out how the Chinese economy has been driven by a key theme in each of the last two decades: exports and then public investment. The next decade is set to be the consumption decade. The latent spending potential, particularly in retiring Chinese will continue to drive growth. [more]
December 4, 2019
11
Many ‘decade ahead’ predictions prove unreliable. And we admit this special edition of Konzept cannot be a perfect crystal ball. Regardless, we present 24 contrarian ideas for how the 2020s may evolve because we believe it is best to be prepared for the unexpected themes that may arise over the coming decade. After all, if the 2010s have taught us anything it is that the trends of the prior decade are no guide for the decade to come. [more]
December 3, 2019
12
The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. Peter Hooper, Global Head of Economic Research, shares his insights. [more]
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