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CHARTS OF THE WEEK

CHARTS OF THE WEEK

BILAL'S TOP PICKS

The Impact of Political Uncertainty on Asset Prices: The Case of the United Kingdom’s EU Membership Referendum (IMF, 24 page read)

Equity Volatility Term Premia (Liberty Street Economics, 12 min read) 

The Law of One Price in Equity Volatility Markets (Liberty Street Economics, 9 min read)

Cointelegraph announces the Top 100 Notable People in Blockchain 2021 (CoinTelegraph, 3 min read)

The wisdom of the Robinhood crowd (NBER, 32 page read)

Notes on technology in the 2020s (Eli Dourado, 8 min read)

Why Markets Boomed in a Year of Human Misery (NYT, 4 min read)

Review of 2020: Chaos on a Roll (Risk.net, 6 min read)

Rise Up: Vaccines Brought Broader Market Participation (Charles Schwab, 6 min read)

Bull or Bear in 2021? (Project Syndicate, 4 min read)

It’s the index, stupid! Our New Not-So-Neutral Financial Market Arbiters (Notes on the Crises, 12 min read)

5 key metrics signal Ethereum price is ready to make a new 2020 high (CoinTelegraph, 3 min read) 

It’s the most wonder-bull time of the year (Variant Perception, 2 min read)

Jeremy Siegel: 2021 will be a Bull Market for Stocks (Advisor Perspectives, 10 min read)

“High” Yield yields hit a low (M&G Investments, 6 min read)

Here Are The Blockchain Networks Most Popular With Capital Markets Players (CB Insights, 3 min read)

Fintech and big tech credit markets around the world (Vox EU, 8 min read)

Jumping into the pool: How to earn a profit mining Bitcoin and Ether (Cointelegraph, 6 min read)

Crypto Long & Short: 4 Metrics That Show How the Current Bitcoin Rally Is Different From 2017 (Coindesk, 5 min read)

The Draghi Power Triangle (Project Syndicate, 4 min read)

Structural Factors and Central Bank Credibility Limit Inflation Risks (IMF Blog, 5 min read)

Do banks need belts and braces? (Bank Underground, 7 min read)

Powell keeps eye on maximum employment (OMFIF, 2 min read)

US inflation: The only way is up! (ING, 5 min read)

Le Pont de Londres: monetary policy spillovers, prudential policies and the financial centre effect (Bank Underground, 5 min read)

What to Look for in the January Consumer Price Index (CEPR, 3 min read)

Bank of England urges co-operation on clearing (OMFIF, 2 min read)

Post-Covid inflation risks for the UK (VoxEU, 6 min read)

Inflation and the Biden stimulus (VoxEU, 3 min read)

The Pre-Pandemic Debt Landscape—and Why It Matters (IMF, 2 min read)

Central bank digital currencies risk becoming a gigantic flop (VoxEU, 5 min read)

Fed should speak out on financial stability (OMFIF, 2 min read)

Unconventional Monetary Policies in Emerging Markets and Frontier Countries (IMF, 39 page read)

Insolvency and debt overhang following the COVID-19 outbreak: Assessment of risks and policy responses (OECD, 26 page read)

A Race Between Vaccines and the Virus as Recoveries Diverge (IMF, 7 min read)

Expect inflation and strong second-half recovery (OMFIF, 2 min read)

Shariah-Compliant Crypto Exchange Wins License From Bahrain Central Bank (Coindesk, 1 min read)

Beware rising neutral rates (OMFIF, 3 min read)

How competitive are UK insurance markets? (Bank Underground, 5 min read)

Why rising public debt won’t drive countries into difficulties (OMFIF, 2 min read)

What’s behind the recent surge in the M1 money supply? (Federal Reserve Bank of St. Louis, 6 min read)

‘Leaning against the wind’ and the risk of financial crises (VoxEU, 5 min read)

The globalisation of inflation in the European emerging countries (BIS, 18 page read)

Recessions and Mortality: A Global Perspective (BIS, 32 page read) 

When Inequality is High, Pandemics Can Fuel Social Unrest (IMF Blog, 2 min read)

Inflation Was Sooo 1970s! Will It Roar Back in the 2020s? (Dr Ed’s Blog, 8 min read)

Pandemics swing elections, but not as much as you think (VoxEU, 6 min read)

“Pop-Up” Regulations for Big Tech (Project Syndicate, 6 min read) 

Draghi’s grandest and gravest mission (OMFIF, 3 min read) 

The Coronavirus Vaccine Fail and International Elites (CEPR, 7 min read)

Where Biden Should Be More Like Trump (Project Syndicate, 5 min read)

Why Partisanship Will Increase in the Post-Trump Era (CEPR, 4 min read)

The Siren Song of Austerity (Project Syndicate, 4 min read)

The Democrats’ problem in the Senate, explained (The Bonddad Blog, 3 min read)

Why Biden Can Overcome Political Gridlock (Project Syndicate, 5 min read)

The Democrats’ Four-Year Reprieve (Project Syndicate, 4 min read)

Putin’s Flatlining Economy (Project Syndicate, 4 min read)

Political polarisation and expected economic outcomes (VoxEU, 6 min read)

Trump’s phase one trade deal with China and the US election (Peterson Institute For International Economics, 12 min read)

How Likely Is It that Courts Will Select the US President? The Probability of Narrow, Reversible Election Results in the Electoral College versus a National Popular Vote (NBER, 22 page read)

The Psychology of Trump’s Debate Rudeness (Project Syndicate, 4 min read)

Bidenomics versus Trumponomics (OMFIF, 3 min read)

Scotland after Sterling (Project Syndicate, 4 min read)

Post-COVID Capitalism (Project Syndicate, 4 min read)

3 Reasons to Expect Election Result Delays (Schwab, 3 min read)

Regional Heterogeneity and US Presidential Elections (INET, 35 page read)

Europe’s ESG Opportunity (Project Syndicate, 6 min read)

Neglecting climate change endangers ECB independence (OMFIF, 1 min read)

Why everyone should be using Signal instead of WhatsApp (Wired, 3 min read)

Time to align finance with biodiversity objectives (OMFIF, 2 min read)

An Apocalypse Foretold: Climate Shocks and Sovereign Defaults (IMF, 14 page read)

Green bond issuance set to double by 2023 after hitting $1trn (Expert Investor, 2 min read)

Building ESG momentum in US equities (Amundi, 7 min read)

The Core of the ECB’s New Strategy (Project Syndicate,4 min read)

Green Asset Pricing (ECB, 35 page read)

ESG investing looks like just another stock bubble (Advisor Perspectives, 3 min read)

Economic Aspects of the Energy Transition (NBER) Paper argues that we are not correctly accounting for the increase in electricity prices.

Forced Feminist Firms  (NBER, 34 page read) Reduced turnover, increased productivity and female leadership are important mechanisms leading to observed performance gains of private and public firms. Mounting pressure to improve female representation can, therefore, lead to positive growth externalities. 

CHARTS OF THE WEEK

BILAL'S TOP PICKS

The Impact of Political Uncertainty on Asset Prices: The Case of the United Kingdom’s EU Membership Referendum (IMF, 24 page read)

Equity Volatility Term Premia (Liberty Street Economics, 12 min read) 

The Law of One Price in Equity Volatility Markets (Liberty Street Economics, 9 min read)

Cointelegraph announces the Top 100 Notable People in Blockchain 2021 (CoinTelegraph, 3 min read)

The wisdom of the Robinhood crowd (NBER, 32 page read)

Notes on technology in the 2020s (Eli Dourado, 8 min read)

Why Markets Boomed in a Year of Human Misery (NYT, 4 min read)

Review of 2020: Chaos on a Roll (Risk.net, 6 min read)

Rise Up: Vaccines Brought Broader Market Participation (Charles Schwab, 6 min read)

Bull or Bear in 2021? (Project Syndicate, 4 min read)

It’s the index, stupid! Our New Not-So-Neutral Financial Market Arbiters (Notes on the Crises, 12 min read)

5 key metrics signal Ethereum price is ready to make a new 2020 high (CoinTelegraph, 3 min read) 

It’s the most wonder-bull time of the year (Variant Perception, 2 min read)

Jeremy Siegel: 2021 will be a Bull Market for Stocks (Advisor Perspectives, 10 min read)

“High” Yield yields hit a low (M&G Investments, 6 min read)

Here Are The Blockchain Networks Most Popular With Capital Markets Players (CB Insights, 3 min read)

Fintech and big tech credit markets around the world (Vox EU, 8 min read)

Jumping into the pool: How to earn a profit mining Bitcoin and Ether (Cointelegraph, 6 min read)

Crypto Long & Short: 4 Metrics That Show How the Current Bitcoin Rally Is Different From 2017 (Coindesk, 5 min read)

The Draghi Power Triangle (Project Syndicate, 4 min read)

Structural Factors and Central Bank Credibility Limit Inflation Risks (IMF Blog, 5 min read)

Do banks need belts and braces? (Bank Underground, 7 min read)

Powell keeps eye on maximum employment (OMFIF, 2 min read)

US inflation: The only way is up! (ING, 5 min read)

Le Pont de Londres: monetary policy spillovers, prudential policies and the financial centre effect (Bank Underground, 5 min read)

What to Look for in the January Consumer Price Index (CEPR, 3 min read)

Bank of England urges co-operation on clearing (OMFIF, 2 min read)

Post-Covid inflation risks for the UK (VoxEU, 6 min read)

Inflation and the Biden stimulus (VoxEU, 3 min read)

The Pre-Pandemic Debt Landscape—and Why It Matters (IMF, 2 min read)

Central bank digital currencies risk becoming a gigantic flop (VoxEU, 5 min read)

Fed should speak out on financial stability (OMFIF, 2 min read)

Unconventional Monetary Policies in Emerging Markets and Frontier Countries (IMF, 39 page read)

Insolvency and debt overhang following the COVID-19 outbreak: Assessment of risks and policy responses (OECD, 26 page read)

A Race Between Vaccines and the Virus as Recoveries Diverge (IMF, 7 min read)

Expect inflation and strong second-half recovery (OMFIF, 2 min read)

Shariah-Compliant Crypto Exchange Wins License From Bahrain Central Bank (Coindesk, 1 min read)

Beware rising neutral rates (OMFIF, 3 min read)

How competitive are UK insurance markets? (Bank Underground, 5 min read)

Why rising public debt won’t drive countries into difficulties (OMFIF, 2 min read)

What’s behind the recent surge in the M1 money supply? (Federal Reserve Bank of St. Louis, 6 min read)

‘Leaning against the wind’ and the risk of financial crises (VoxEU, 5 min read)

The globalisation of inflation in the European emerging countries (BIS, 18 page read)

Recessions and Mortality: A Global Perspective (BIS, 32 page read) 

When Inequality is High, Pandemics Can Fuel Social Unrest (IMF Blog, 2 min read)

Inflation Was Sooo 1970s! Will It Roar Back in the 2020s? (Dr Ed’s Blog, 8 min read)

Pandemics swing elections, but not as much as you think (VoxEU, 6 min read)

“Pop-Up” Regulations for Big Tech (Project Syndicate, 6 min read) 

Draghi’s grandest and gravest mission (OMFIF, 3 min read) 

The Coronavirus Vaccine Fail and International Elites (CEPR, 7 min read)

Where Biden Should Be More Like Trump (Project Syndicate, 5 min read)

Why Partisanship Will Increase in the Post-Trump Era (CEPR, 4 min read)

The Siren Song of Austerity (Project Syndicate, 4 min read)

The Democrats’ problem in the Senate, explained (The Bonddad Blog, 3 min read)

Why Biden Can Overcome Political Gridlock (Project Syndicate, 5 min read)

The Democrats’ Four-Year Reprieve (Project Syndicate, 4 min read)

Putin’s Flatlining Economy (Project Syndicate, 4 min read)

Political polarisation and expected economic outcomes (VoxEU, 6 min read)

Trump’s phase one trade deal with China and the US election (Peterson Institute For International Economics, 12 min read)

How Likely Is It that Courts Will Select the US President? The Probability of Narrow, Reversible Election Results in the Electoral College versus a National Popular Vote (NBER, 22 page read)

The Psychology of Trump’s Debate Rudeness (Project Syndicate, 4 min read)

Bidenomics versus Trumponomics (OMFIF, 3 min read)

Scotland after Sterling (Project Syndicate, 4 min read)

Post-COVID Capitalism (Project Syndicate, 4 min read)

3 Reasons to Expect Election Result Delays (Schwab, 3 min read)

Regional Heterogeneity and US Presidential Elections (INET, 35 page read)

Europe’s ESG Opportunity (Project Syndicate, 6 min read)

Neglecting climate change endangers ECB independence (OMFIF, 1 min read)

Why everyone should be using Signal instead of WhatsApp (Wired, 3 min read)

Time to align finance with biodiversity objectives (OMFIF, 2 min read)

An Apocalypse Foretold: Climate Shocks and Sovereign Defaults (IMF, 14 page read)

Green bond issuance set to double by 2023 after hitting $1trn (Expert Investor, 2 min read)

Building ESG momentum in US equities (Amundi, 7 min read)

The Core of the ECB’s New Strategy (Project Syndicate,4 min read)

Green Asset Pricing (ECB, 35 page read)

ESG investing looks like just another stock bubble (Advisor Perspectives, 3 min read)

Economic Aspects of the Energy Transition (NBER) Paper argues that we are not correctly accounting for the increase in electricity prices.

Forced Feminist Firms  (NBER, 34 page read) Reduced turnover, increased productivity and female leadership are important mechanisms leading to observed performance gains of private and public firms. Mounting pressure to improve female representation can, therefore, lead to positive growth externalities. 

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