Viresh Kanabar
Summary The RBNZ cut 25 bps as expected and laid groundwork for holding rates for the foreseeable future, with several notable statement changes: economic activity shows signs of picking up as lower rates encourage household spending, and the labour market stabilizing (versus October’s view of weak activity). Financial conditions have eased significantly, driven by sharp […]
Sam van de Schootbrugge
To give a taste of how each team (and their country) will fare, we’ve asked our network for their views. We’ve asked people the following questions...
Dominique Dwor-Frecaut
The EU plans to ban crude oil imports from Russia and, alongside the G7, cap Russian oil prices on 5 December.
John Tierney
Following the Kerch Strait Bridge explosion in Crimea, the risk of a nuclear attack in Ukraine has risen from negligible to small but real.
Sam van de Schootbrugge
Yale University researchers, whistle-blowers and Russian insiders have teamed up to provide one of the first comprehensive analyses of Russia’s current economic activity...
Henry Occleston, Justin Yeung
Russian state-backed energy group Gazprom has limited gas flows on the Nord Stream 1 (NS1) pipeline to just 20% of capacity...
Sam van de Schootbrugge
Winter is coming – for many EU cities, temperatures fall below 10 degrees Celsius in September. Household heating systems will start to kick in, which could burn through the EU’s surplus gas...
Sam van de Schootbrugge
Russia’s invasion of Ukraine surprised many investors, with stock markets reacting very negatively throughout February and early March.
Henry Occleston
The Russian invasion of Ukraine has outraged much of Europe, and the rest of the world. Aid to the Ukrainian administration...
Henry Occleston
The EU is hugely exposed to Russian energy – not just in gas but nearly all fossil fuels. The exposure hinders it from pursuing foreign policy goals.
Henry Occleston
In the first of a three-part series on EU energy, we reveal how the bloc is greatly exposed to Russian natural gas imports – they account for 40% of its total usage.
Bilal Hafeez, Ben Ford
Pressure continues to mount on Russia, new sanctions have been imposed by the US, UK, Canada, Australia and the Czech Republic...
Bilal Hafeez, Ben Ford
Despite Russia and Ukraine nearing agreements on ‘critical’ issues, according to Turkish Foreign Minister Mevlut Cavusoglu, sanctions have continued to tighten.
Bilal Hafeez, Ben Ford
‘Positive shifts’ in talks between Russia and Ukraine did not stop more sanctions being imposed over the past week. The US, UK, and...
Bilal Hafeez, Ben Ford
Countries began to impose stricter sanctions on Russia following its invasion of Ukraine on 24 February. In these weekly reports, we update who and what are sanctioned, along with countries that have committed to not sanctioning Russia.
Dominique Dwor-Frecaut
A commodities price shock from the ongoing Russia-Ukraine conflict could devolve into a global recession. We explore…
Henry Occleston
The Society for Worldwide Interbank Financial Telecommunications is explained alongside its connection to the import and export of Russian goods.
Bilal Hafeez
It appears at this stage as if Russia has successfully performed a multi-prong attack on Ukraine. Mariupol is under siege but hasn’t fallen...
Bilal Hafeez
Key takeaways from our conversation with Dr Samuel Ramani, recorded 16:00 UKT on 23 February 2022.
Macro Hive is the community platform for the thinking investor…
Already have an account?…
Spring sale - Prime Membership only £3 for 3 months! Get trade ideas and macro insights now
Your subscription has been successfully canceled.
Discount Applied - Your subscription has now updated with Coupon and from next payment Discount will be applied.