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CHARTS OF THE WEEK

CHARTS OF THE WEEK

BILAL'S TOP PICKS

Will Capital Flows through Global Banks Support Economic Recovery? (Liberty Street Economics, 6 min read)

Staying Afloat: New Measures to Support European Businesses (IMF Blog, 4 min read)

Central Banks’ Green Goals Are Raising Red Flags (Project Syndicate, 3 min read)

Pulling Up the Inflation Anchor (Project Syndicate, 3 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)

An Open Letter to Joe Biden on International Corporate Taxation (Project Syndicate, 4 min read)

The comeback of ‘r > g’ (VoxEU, 5 min read)

How Will Our Children Know They Face a Crushing Debt Burden? (CEPR, 6 min read)

Did Subsidies to Too-Big-To-Fail Banks Increase during the COVID-19 Pandemic? (Liberty Street Economics, 6 min read)

Helicopter money in another pandemic recession: Venice, 1630 (VoxEU, 4 min read) 

Corporate Governance after GameStop (Project Syndicate, 4 min read)

COVID-19 and Global Income Inequality (NBER, 14 page read)

England’s Lockdown Lessons (Project Syndicate, 6 min read)

Policy responses to the corporate solvency problem in the ongoing Covid-19 crisis (VoxEU, 8 min read)

US Institutions After Trump (Project Syndicate, 8 min read)

Sovereign Debt Standstills (NBER, 16 page read)

Remittances and COVID-19: A Tale of Two Countries (Federal Reserve, 8 min read)

Do Enlarged Fiscal Deficits Cause Inflation: The Historical Record (NBER, 34 page read)

Assessing The Fiscal Implications Of Banking Crises (BIS, 17 page read)

Fiscal Policy for an Unprecedented Crisis (IMF Blog, 3 min read)

Pandemics and inequality: A historical overview (Vox EU, 7 min read)

Biden’s business tax plan: More complexity, questionable effect (PIIE, 8 min read)

Elephant who lost its trunk: Continued growth in Asia, but the slowdown in top 1% growth after the financial crisis (Vox EU, 8 min read)

Big budget spending isn’t new: it’s a return to what worked before (The Conversation,5 min read)

Cloudy with a chance of tariffs: the impact of policy uncertainty on the global economy (Bank Underground, 6 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)

Global Pricing of Carbon-Transition Risk (NBER, 28 page read)

Private sector’s retreat jeopardises rebound (OMFIF, 4 min 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.

HIVE EXCLUSIVES

The Fed is Failing (1 min read)

By Bilal Hafeez | Mar 01, 2021
The Fed’s failure is neither that rates…

BRL is Cheap, But Not Yet a Buy (4 min read)

By Reuven Benichou | Feb 26, 2021
Brazil’s financial markets have tumbled this week…

Read More

DEEP DIVES

Do ESG Ratings Affect IPO Valuations? (4 min read)

By Sam van de Schootbrugge | Mar 03, 2021
A firm’s environmental, social, and governance (ESG)…

Can the S&P 500 Help Forecast Changes in the USD? (6 min read)

By Sam van de Schootbrugge | Feb 24, 2021
Outperforming a random walk model when trying…

What Is Driving Chinese Growth? (5 min read)

By Sam van de Schootbrugge | Feb 17, 2021
For decades, many have questioned the accuracy…

Read More

CHARTS OF THE WEEK

BILAL'S TOP PICKS

Will Capital Flows through Global Banks Support Economic Recovery? (Liberty Street Economics, 6 min read)

Staying Afloat: New Measures to Support European Businesses (IMF Blog, 4 min read)

Central Banks’ Green Goals Are Raising Red Flags (Project Syndicate, 3 min read)

Pulling Up the Inflation Anchor (Project Syndicate, 3 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)

An Open Letter to Joe Biden on International Corporate Taxation (Project Syndicate, 4 min read)

The comeback of ‘r > g’ (VoxEU, 5 min read)

How Will Our Children Know They Face a Crushing Debt Burden? (CEPR, 6 min read)

Did Subsidies to Too-Big-To-Fail Banks Increase during the COVID-19 Pandemic? (Liberty Street Economics, 6 min read)

Helicopter money in another pandemic recession: Venice, 1630 (VoxEU, 4 min read) 

Corporate Governance after GameStop (Project Syndicate, 4 min read)

COVID-19 and Global Income Inequality (NBER, 14 page read)

England’s Lockdown Lessons (Project Syndicate, 6 min read)

Policy responses to the corporate solvency problem in the ongoing Covid-19 crisis (VoxEU, 8 min read)

US Institutions After Trump (Project Syndicate, 8 min read)

Sovereign Debt Standstills (NBER, 16 page read)

Remittances and COVID-19: A Tale of Two Countries (Federal Reserve, 8 min read)

Do Enlarged Fiscal Deficits Cause Inflation: The Historical Record (NBER, 34 page read)

Assessing The Fiscal Implications Of Banking Crises (BIS, 17 page read)

Fiscal Policy for an Unprecedented Crisis (IMF Blog, 3 min read)

Pandemics and inequality: A historical overview (Vox EU, 7 min read)

Biden’s business tax plan: More complexity, questionable effect (PIIE, 8 min read)

Elephant who lost its trunk: Continued growth in Asia, but the slowdown in top 1% growth after the financial crisis (Vox EU, 8 min read)

Big budget spending isn’t new: it’s a return to what worked before (The Conversation,5 min read)

Cloudy with a chance of tariffs: the impact of policy uncertainty on the global economy (Bank Underground, 6 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)

Global Pricing of Carbon-Transition Risk (NBER, 28 page read)

Private sector’s retreat jeopardises rebound (OMFIF, 4 min 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.

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