HIVE EXCLUSIVES

Macro Hive: Top Macro Bloggers Of 2019 (2 min read)

By Bilal Hafeez | Nov 13, 2019

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3 Charts For The Week Ahead (2 min read)

By Bilal Hafeez | Nov 10, 2019

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Will Chilean Social Unrest Follow A Greek or French Pattern? (3 min read)

By Thanos Papasavvas | Nov 07, 2019

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CHART OF THE WEEK

DEEP DIVES

What Type of ESG Investing Makes Money? (3 min read)

By Presiyana Karastoyanova | Nov 06, 2019

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Government Yields Do Not Affect Corporate Bonds The Way You Think (3 min read)

By Bilal Hafeez | Nov 06, 2019

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Bank Balance Sheets Predict Bond Returns (3 min read)

By Bilal Hafeez | Nov 06, 2019

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Alex Gurevich: Stop This Conversation and Pause This Interview, Go Buy Gold! (Macro Voices) (66 min listen)

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How U.S. Yields Could Go Negative (What Goes Up) (34 min listen)

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Henry Curr on Inflation, the Philips Curve, and A New Monetarism (Macro Musings) (63 min listen)

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Scott Kupor on VC funding (FT Tech Tonic) (31 min listen)

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Trade Talks 107: Making Services Trade Great (Peterson Perspectives) (21 min listen)

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BILAL'S TOP PICKS

Markets & Investing

 This is another tough week for big name start-ups and their major stakeholders. Are the anticipated bubbles around ‘fake’ tech start-ups finally going to bust? The outlook for the overall market is still heavily affected by uncertainties and a lack of faith, but maybe there’s an unexpected silver lining lying in the increased interest around ESG or green investing. VIEW LATEST

Monetary Policy & Inflation

 The Fed cut rates for the third time this year. The persistent low rate environment seems to be a cause of bubbles forming after all. The least central bankers can do is help reduce carbon emissions – ‘Green QE’ is all in. VIEW LATEST

Fiscal Policy & Inequality

 The idea of introducing a wealth tax to solve inequality in the US and beyond has been thrown around a lot recently. Most economists frown upon it (we previously featured Timothy Taylor’s piece crunching numbers to find it makes little sense), but this week we picked an opposing view by Nobel laureate Michael Spence. He sees value in a wealth tax but with some caveats. VIEW LATEST

Growth & Labour Market

 This week we see a series of pessimistic signals around the future of the workforce. Automation could be a dehumanizing force, real wage growth has been sticky, and ageing populations create more than just financial problems. VIEW LATEST

Politics

 Yesterday, the Fed cut rates for the third time this year. The persistent low rate environment seems to be a cause of bubbles forming after all. The least central bankers can do is help reduce carbon emissions – ‘Green QE’ is all in. VIEW LATEST

Data, Models & Market Plumbing

 A number of uncertain macro factors are weighing down on equity valuations while at the same time value stocks are making a comeback, riding the volatility and possible undervaluations. VIEW LATEST

China

 Last week we looked at China’s growing laundry list of troubles. This week has been big for the CCP, and its Fourth Plenum is sending out mixed signals regarding the changes in the power structure within the Party. These changes are going to affect China’s next steps in addressing its urgent diplomatic and economic concerns. VIEW LATEST

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