Virus trends: heading for different directions?
Learning to live with the virus. Economic and political outlook for 2H 2020
Three major assumptions
• No second wave of disruptive and widespread lockdowns, targeted and regional measures suffice to contain outbreaks
• Monetary, fiscal...
Horizon Handout June 2023
Who is right? Equity markets more optimistic than commodity markets
This Browser is not fully supported
We recommend a current version of one of these Browsers: Microsoft Edge, Google Chrome, or Safari (TODO add links)