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Category: Newsletter

Exclusives On BI’s Debt Monetization / US Labour Market Distortions + Top Picks: Buiter On The Fed / Perils Of EM QE

M&G’s warning on the risks of EM QE comes as Bank Indonesia becomes the first major EM central bank to formalise a deal to buy debt issuance…

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Macro Hive Life: Calendar Management / Float Therapy / The Future Of Shopping

Our Lifestyle blogs this week continue to focus on self improvement. From techniques to improve calendar skills to a novel tool to rest efficiently. We also…

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Exclusives: Fed Pivot / Brazil’s Woes / Wirecard Adds To Fintech Crisis

Wirecard’s spectacular demise has put fintech back in the spotlight. Markets expert John Butler explores what this means for the future of fintech…

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Deep Dive: US Unemployment Is Calculated Wrong+ Exclusive: 5 Biggest Geopolitical Risks

A new Fed paper finds that US labour data could be calculated incorrectly. The true measure suggests that US unemployment has on average been…

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Top Picks: Peak Dollar / How To Play The US Election / EM Debt Cleanup

Peak USD calls are mounting. Evaporating rate differentials, better growth prospects elsewhere and the huge funding need going forward all argue for…

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Macro Hive Life: Digital Detox / Handling Criticism / TikTok For Business

Our Lifestyle blogs this week focus on becoming more robust mentally, physically and socially. From how to handle criticism, dealing with bad luck…

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Exclusives: Second Waves But No Second Lockdowns / Fed Hurting Foreign UST Holdings?/ UK’s Misguided VAT Debate

Markets are worried about a spike in US COVID cases and the possibility of renewed lockdowns. Don’t worry, writes Dominique Dwor-Frecaut…

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Deep Dive: Long-term Underperformance Of Equities Versus Bonds

We review a new paper looking at the long-term under performance of equities versus bonds. The paper finds that a long duration bond portfolio…

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Top Picks: ECB On PEPP / Templeton Bullish On EM /Achieving Sustainable Growth In China

The inflation debate continues. Ahead of their forthcoming WEO update, the IMF add their expectation for only ‘small risks of spiralling inflation…

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Macro Hive Life: Memory Techniques / AI & The Mona Lisa / Face Mask Vending Machines

From socially distanced live concerts to face mask vending machines, society continues to adapt to the new COVID world. We feature several blogs on…

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