Category: Newsletter

Bearish USD Despite Biden / Bullish Case for EM Capital Flows / Dourado Transcript

President Biden’s multilateralism is unlikely to prevent further erosion of the dollar’s global reserve status, writes Dominique…

read more


Deep Dive: Measuring Liquidity in Crypto Markets

It can be hard for crypto investors to access the high-frequency bid-ask spreads used for calculating liquidity. A new Journal of Banking…

read more


ECB Preview: Firmly On Hold

After last month’s recalibration of monetary policy the ECB will leave policy firmly unchanged on Thursday, writes Caroline Grady…

read more


UK House Prices – Waning Momentum

The latest house price data suggests that early-pandemic momentum is fading, writes Sam van de Schootbrugge…

read more


Phase One Trade Deal – One Year On

China’s widening trade surplus with the US, and imports running well below targets in the Phase 1 deal leaves a difficult review…

read more


Hive Life: Lead With Self-Compassion / Flying Taxis / Redesign Your Outdoors

This week, it is all about reconnecting with yourself and finding ways to be more self-compassionate. By doing so, we can tackle anxiety…

read more


Post-Brexit Blues / Watch Out For Rising Manufacturing Costs

The UK’s economic underperformance is unlikely to reverse despite the recent goods trade agreement, writes Phil Suttle. Further fiscal…

read more


Deep Dive: Why Inheritance Doesn’t Drive Future Wealth

Sam van de Schootbrugge reviews an NBER working paper on where wealth comes from. One key result suggests inheritance…

read more


Promising US Labour Market / RTY Outperformance No More?

Long-term unemployment in the US is on the decline with recent job losses highly concentrated, writes John Tierney…

read more


Inflation Mirage

The reflation theme has come to the fore yet again. But with sizeable fiscal stimulus in China and elsewhere yet to ignite…

read more


Want To Join Our Community Of Leading Investors And Researchers In Our Slack Chat Room?