Category: Newsletter

USD/CNY Not an Equity Hedge / Why the US Inflation Spike Could Prove Permanent

MS Asia FX strategist Mirza Baig gives his take on this week’s turbulence in Chinese equity markets. He sees a limited fallout on FX given…

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Deep Dive: Why EM Central Bankers Are Worried About Fed Hawkishness

Fed Chair Jerome Powell has taken a hawkish stance towards high inflation. We review this new Fed paper examining what…

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Reasons Not to Panic Over UK Delta Wave

Ben Ford and I review the UK’s current Delta Wave as the decision to lift all restrictions comes under ongoing criticism. Increased…

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Fed Preview: Does Not Hawkish Equal Dovish?

Ahead of Wednesday’s Fed meeting Jon Turek gives his take on what to expect. With no dots at this meeting the statement is likely…

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Hive Life: Find Freedom / Curse of the Self / Glacial Pre-historic Virus

This week, we bring you a podcast on how to deal with the ‘self’ and a blog post on how to find freedom. For health and fitness, check…

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The EU Climate Challenge

Ben Ford and I update a recent note on what box office receipts tell us about re-opening. Compared with our last update the US…

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ECB’s New Forward Guidance / Delta to Slow US Recovery / Josef Ackermann Transcript

Caroline Grady reviewed the ECB’s updated forward guidance on interest rates in what was the first policy meeting post strategy review…

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Deep Dive: Big-Spending Governments Recover Faster From Pandemics

Past pandemics reveal much about the path of macroeconomic variables after Covid-19. One concern is inequality, which often…

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Hive Life: Deal with Negative Emotions / Sleep Better / Planet Nine

This week, we bring you tips on how to deal with negative emotions as an entrepreneur and introduce you to different levels of…

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Moviegoers Return / Climate Uncertainty Creates Inaction

Ben Ford and I update a recent note on what box office receipts tell us about re-opening. Compared with our last update the US…

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