Summer Links: 29 December 2020

‘Lake Wanaka, summer evening’ 1878, W.M.N. Watkins, National Gallery of Victoria

Macro & Markets

• A Data-Driven End to Capitalism as We Know It – Bloomberg, Mukherjee…good read, this is where we are going…
• After 2020, an Era of Global Harmony — or a New Dark Age? – Bloomberg
• While China is knocking at the door of key trade agreement, will the US find its way in under Biden? – SCMP
• US-China tech decoupling: Zoom woes reveal narrowing space for firms to reconcile both systems – SCMP
• Bull or Bear in 2021? – Project-Syndicate, O’Neill
• 2020 Should Teach These Democracies Humility – Bloomberg
• U.S. bolsters support for Taiwan and Tibet, angering China – Reuters