Pulse: Macro


EconVue Spotlight - Operation Warp Speed October 31, 2020

Halloween weekend seems a good time to try to look past fears about the US elections to the lingering challenges that continue to haunt the global economy. As COVID cases accelerate, the hope that this disease would burn itself out has vanished, and a lasting economic recovery seems to hinge on finding a vaccine.  Beyond distribution, costs, vaccine reticence, and logistics, what are the hurdles we face once a preventative inoculation has been found?  

Continuing Job Losses in Swing States May Seal Trump’s Fate

This article originally appeared in Washington Monthly.

China's Advance in the Caribbean

In a new Latin American Program report, Professor R. Evan Ellis details how China is expanding its presence in the strategically important Caribbean, through infrastructure investment, COVID-19 aid, and security sector assistance.  

Remarks: Canada, The Americas and the Global Economy: Investing in an interconnected world - October 14, 2020

The annual Global Macro Conference sponsored and organized by the Official Monetary and Financial Institutions Forum (OMFIF) and Scotiabank’s Global Capital Markets - October 13-14, 2020

My remarks on the Oct. 14 Pension CIO panel follow.* 

Election Year 2020: Bidenomics vs Trumponomics


The striking differences between the plans for the US economy of President Donald Trump and his challenger, former vice president Joe Biden, are being pushed off center stage by the theatrics of a willful, unpredictable White House incumbent in the midst of a suddenly very challenging campaign. 

How the Chips May Fall - EconVue Spotlight - September 2020

Charles Kupchan has a new book coming out on October 1st about the history of isolationism in the US. Ever since George Washington advised his new country ‘to steer clear of permanent alliances with any portion of the foreign world” the US has historically been a place people went to in order to escape disruption.

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