Category: Newsletter

Hive Life: Avoiding Burnout / Bitcoin’s Energy Consumption / Adventure Bucket List

This week, adopt mindset shifts to improve your leadership technique, and explore unconventional ways to manage stress. If you’re an…

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US Yields to Spike Again in Autumn / Boris Vladimirov Transcript

The US real yield/GDP spread could tighten in the autumn with more active fiscal policy, writes Dominique Dwor-Frecaut…

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Deep Dive: Do People Want To Work From Home? / Weekly Vaccination Tracker

With economic activity gradually returning to normal, we revisit remote working attitudes. Sam van de Schootbrugge reviews…

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The De-globalisation of Inflation

The drivers of inflation today are not the same as they were 30 years ago. Using principal component analyses…

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Hive Life: Leading Through Uncertainty / Heart Made In Space / China’s Cultural Revolution

This week, adopt specific strategies to manoeuvre through uncertainty and improve consistency to improve your chance of success…

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ESG Disclosures Threaten SAGBs

Peter Attard Montalto looks at what the forthcoming EU rules on ESG disclosures mean for South Africa’s economy and bond market…

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Why Labour Market Dynamics Will Delay The US Recovery / High-Yield vs Equities

America’s labour market recovery is likely to be gradual with participation rates still well below pre-pandemic levels…

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Deep Dive: The Cost of Shrinking Loan Books / US Vaccination Setback

Worsening credit conditions in periods of economic expansion can be very costly for economies, finds a new IMF working paper…

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Fed Preview: Taper Timing / India’s COVID Crisis

This week’s FOMC meeting is not expected to reveal any details on eventual taper timing, writes Jon Turek. But watch out for Powell…

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Yellen’s Productivity Push / Buy Growth Over Value

Yellen’s 2016 comments that policymakers may want to be more accommodative in circumstances where demand side policies can help…

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