Macro Briefing | 2 September 2020

Health experts see risk of new wave of Covid-19 infections this winter: CNBC
Trump makes controversial visit to Kenosha: Reuters
US-Russia military clashes around the world are rising: NYT
Treasury Secretary: US economy needs more gov’t stimulus: BBG
Fed’s Brainard: central bank should do more to support economy: MW
Australia in recession for first time in decades: WSJ
Global mfg growth picked up in Aug, rising to 21-month high: IHS Markit
China manufacturing PMI rose to 9-year high in August: CNBC
Home prices rise 5.5% in July, well ahead of 1.0% CPI inflation: CoreLogic
US construction spending rose in July–first monthly gain since February: Reuters
US manufacturing activity rebounded in Aug to strongest pace since late-2018: ISM