This article is only available to Macro Hive subscribers. Sign-up to receive world-class macro analysis with a daily curated newsletter, podcast, original content from award-winning researchers, cross market strategy, equity insights, trade ideas, crypto flow frameworks, academic paper summaries, explanation and analysis of market-moving events, community investor chat room, and more.
(2) New CME FX Link/Swaps Insights: Hedging EUR/USD
Following our partnership with CME Group, we are delighted to share our first issue of our CME FX Link Insights report. We look at the recent jump in US bond yields, and positioning for the rapidly changing market expectations of Fed moves.
(Bilal Hafeez│ 23rd March, 2021)
(2) Podcast Transcript: James Aitken On Stock Vigilantes, Yield Curve Control and Inflation Paths (56 min read)
We published the transcript of our recent podcast with James Aitken Founder of Aitken Advisors. You can listen to the podcast here.
(Bilal Hafeez│ 23rd March, 2021)
The Persistent Compression of the Breakeven Inflation Curve (Liberty Street Economics, 4 min read)
China’s Accelerating Fertility Crisis (Project Syndicate, 4 min read)
Big Tech looks to opportunities in Asia (OMFIF, 2 min read)
Market liquidity of European sovereign bonds during the Covid-19 crisis (VoxEU, 5 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)