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Localisation: The New Macro Paradigm

As globalisation falters amid the Covid-19 pandemic, will we see the death of free market economies?

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Featured articles

Localisation and state capitalism
Steen Jakobsen looks at how deglobalisation and Covid-19 will bring about the death of free markets as the main economic drivers.
More pain ahead for equities
Peter Garny discusses the extreme fragility of equity markets and looks into potential investment themes and opportunities.
USD still the centre of gravity
John Hardy dispels assumptions that the markets are returning to normal and questions whether the Fed’s actions have created a new USD bubble.
Gold bulls risk delayed gratification
Ole Hansen looks at whether gold will continue to shine in Q3 and analyses crude oil’s potential to recover lost ground.
Europe’s green relocation dream
Is the EU's ambition to become more self-sufficient anything but an empty promise? Christopher Dembik gives his take.
The great rewind
Eleanor Creagh looks at the Australian economy’s ability to cope as deglobalisation and nationalist sentiment takes hold.
Trump and Covid-19 the best things to happen to China
Kay Van-Petersen explains how China will benefit from localisation and a shift away from an export-driven economy.

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