(1) China’s Winning Formula To Boost Consumption (5 min read) China’s experiment with CBDC has the potential to create targeted fiscal stimulus, writes Anton Tonev. But the state bank-led nature will blur the line between fiscal and monetary policy.
(Anton Tonev │ 20th October, 2020)
Why category leading brick and mortar retailers are likely the biggest long term COVID beneficiaries (Gavin Baker, 13 min read)
Machine learning the news for better macroeconomic forecasting (Bank Underground, 5 min read)
The Next Phase For Bitcoin (Seeking Alpha, 6 min read)
Behind the Stability in China’s Currency: Beijing’s Hidden Hand (Barron’s, 4 min read)
For access to our Slack Chat Room, where we discuss all things markets with our researchers and subscribers