HIVE EXCLUSIVES

FOMC Preview: Fed Aims For Smooth Passage Into 2020 (3 min read)

By George Goncalves | Dec 11, 2019

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5 Reasons Why The Conservatives Will Win The UK Election (2 min read)

By Bobby Vedral | Dec 10, 2019

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Russia-Ukraine: Tentative Progress (4 min read)

By Tatiana Orlova | Dec 10, 2019

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CHARTS OF THE WEEK

DEEP DIVES

Climate Change Hits Property Prices (2 min read)

By Bilal Hafeez | Dec 04, 2019

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How TV Affects Traders (3 min read)

By Bilal Hafeez | Dec 03, 2019

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College-Educated Workers, AI Is Coming For You (3 min read)

By Bilal Hafeez | Dec 02, 2019

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Long-Term Investment Theme: the Energy Transition (UBS On Air) (17 min listen)

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How Bond Defaults Are Changing China’s Markets (Bloomberg Markets Odd Lots) (34 min listen)

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China’s Consumer Decade (Podzept – with Deutsche Bank Research) (13 min listen)

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Insights from Blackstone’s Private Equity Portfolio (Blackstone Podcast) (11 min listen)

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Risks Mount In European Banks, EBA Warns (FT Banking Weekly) (18 min listen)

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BILAL'S TOP PICKS

Markets & Investing

 More 2020 outlooks. Most are bullish on risk with the usual caveats of trade war escalation. Some are even suggesting assets to buy if a recession materialises. VIEW LATEST

Monetary Policy & Inflation

 Already, people are tempering expectations around Lagarde’s new run as ECB President. While others lament the anemic levels of inflation around the world. VIEW LATEST

Fiscal Policy & Inequality

 There’s no hiding from the perception of growing inequality. Clamping down on the super-rich and more public spending are some of the proposed remedies. But at least with the latter, many are question their efficacy if fuelled by higher debt. VIEW LATEST

Growth & Labour Market

 There’s a wave of articles trying to explain why productivity is low. For some it is related to low mobility, for others it is low real rates. Then some are looking at mismeasurement issues. VIEW LATEST

Politics

 Voters are paying less attention to the business cycle and many politicians aren’t following the scripted path of earlier leaders. VIEW LATEST

Data, Models & Market Plumbing

 Crunching the numbers, oil may not impact the dollar as much as people think. There’s growing scepticism around ESG and what’s the best US indicator to look at? VIEW LATEST

China

 China’s growth inevitably meant that HK would suffer, perhaps current protests reflect that. Meanwhile, China is making headway outside of the US in tech sales, while internally China is clamping down on outflows. VIEW LATEST

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