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Stranger Things
As November bleeds into December, new high-frequency data will be incorporated into an investment climate being shaped still by the public and private response to the coronavirus. At the same time, the long drawn out game of brinkmanship between the UK and EU continues. The only deadline that seems inviolable is the termination of the standstill agreement at the end of the year. The trajectory of monetary, fiscal, and dollar policy of the incoming Biden administration in the US is also influencing the business and investment outlook. Let's begin by looking at the economic highlights in the week ahead. The flash PMI ... (full story)