By
Bilal Hafeez
July 30, 2021
In: hive-podcasts |
Markets and Investing
July 30, 2021
Anna founded Sonya Capital Management in December 2016. Prior to that, Anna spent over twenty years at Citigroup, where she oversaw a…
By
Bilal Hafeez
July 29, 2021
In: post |
Newsletter
July 29, 2021
MS Asia FX strategist Mirza Baig gives his take on this week’s turbulence in Chinese equity markets. He sees a limited fallout on FX given…
By
John Welch
July 29, 2021
In: Hive Exclusives |
EM
Monetary Policy & Inflation
US
July 29, 2021
The current inflation surge continues to attract attention. Fed Chair Jerome Powell insists that the surge is ‘transitory’, emanating…
By
Mirza Baig
July 29, 2021
In: Hive Exclusives |
China
FX
July 29, 2021
China’s tech stocks were hammered this month after a sweeping, multi-pronged crackdown by Chinese regulators…
By
Bilal Hafeez
July 28, 2021
In: post |
Newsletter
July 28, 2021
Fed Chair Jerome Powell has taken a hawkish stance towards high inflation. We review this new Fed paper examining what…
By
Sam van de Schootbrugge
July 28, 2021
In: Deep Dives |
Monetary Policy & Inflation
July 28, 2021
Theoretically, EM central banks should loosen domestic policy in response to contractionary US rate hikes. This is to mitigate any…
By
Bilal Hafeez
July 27, 2021
In: post |
Newsletter
July 27, 2021
Ben Ford and I review the UK’s current Delta Wave as the decision to lift all restrictions comes under ongoing criticism. Increased…
By
Bilal Hafeez
Ben Ford
July 27, 2021
In: Hive Exclusives |
COVID-19
Economics
July 27, 2021
All eyes are on the UK’s surging number of new COVID cases. The current seven-day average is just under 40,000, but it reached as…
By
Bilal Hafeez
July 26, 2021
In: post |
Newsletter
July 26, 2021
Ahead of Wednesday’s Fed meeting Jon Turek gives his take on what to expect. With no dots at this meeting the statement is likely…
By
Jon Turek
July 26, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
US
July 26, 2021
Following the recent bond market rally, there is an interesting disconnect between market pricing and market narrative. The market…
By
Bilal Hafeez
July 24, 2021
In: post |
Hive Life
Newsletter
July 24, 2021
This week, we bring you a podcast on how to deal with the ‘self’ and a blog post on how to find freedom. For health and fitness, check…
By
Bilal Hafeez
July 23, 2021
In: post |
Newsletter
July 23, 2021
Ben Ford and I update a recent note on what box office receipts tell us about re-opening. Compared with our last update the US…
By
Bilal Hafeez
July 23, 2021
In: hive-podcasts |
China
July 23, 2021
Roger is a former diplomat, development banker, and capital market development advisor, who twice served in the British Embassy…
By
John Tierney
July 23, 2021
In: Hive Exclusives |
ESG & Climate Change
July 23, 2021
Most immediately, all 27 EU countries must agree to and sign off on this plan, which could take over two years. There are already…
By
Bilal Hafeez
July 22, 2021
In: post |
Newsletter
July 22, 2021
Caroline Grady reviewed the ECB’s updated forward guidance on interest rates in what was the first policy meeting post strategy review…
By
Caroline Grady
July 22, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
July 22, 2021
The ECB’s first meeting post strategy review produced no policy surprises. The central bank adjusted forward guidance on interest rates…
By
Dominique Dwor-Frecaut
July 22, 2021
In: Hive Exclusives |
COVID-19
US
July 22, 2021
In March 2020, financial markets priced a dire pandemic economic path, with the SPX and 10-year yields falling to their lowest level since…
By
Bilal Hafeez
July 22, 2021
In: Hive Exclusives |
Markets and Investing
July 22, 2021
This is an edited transcript of our podcast episode with Josef Ackermann, the former chairman of the management board and the group…
By
Bilal Hafeez
July 21, 2021
In: post |
Newsletter
July 21, 2021
Past pandemics reveal much about the path of macroeconomic variables after Covid-19. One concern is inequality, which often…
By
Sam van de Schootbrugge
July 21, 2021
In: Deep Dives |
Fiscal Policy & Inequality
July 21, 2021
Many central banks entered the Covid-19 pandemic with their lowest ever policy rate going into a recession. And so, for arguably one of…
By
Diana Ayala
July 20, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
Rates
July 20, 2021
On 24 June, Banxico surprised the market with a monetary policy rate increase of 25bps. As the communique and meeting minutes noted, most…
By
John Welch
July 19, 2021
In: Hive Exclusives |
COVID-19
Economics
Monetary Policy & Inflation
July 19, 2021
Local and international press paint Brazil in the throes of never-ending crises, between COVID-19, spiralling fiscal deficits and debt, and a struggling recovery…
By
Bilal Hafeez
July 17, 2021
In: post |
Hive Life
Newsletter
July 17, 2021
This week, we bring you tips on how to deal with negative emotions as an entrepreneur and introduce you to different levels of…
By
Bilal Hafeez
July 16, 2021
In: post |
Newsletter
July 16, 2021
Ben Ford and I update a recent note on what box office receipts tell us about re-opening. Compared with our last update the US…
By
Bilal Hafeez
Ben Ford
July 16, 2021
In: Hive Exclusives |
Economics
July 16, 2021
Following our last piece exploring the relationship between box office numbers and the post-Covid re-opening and return to normality…
By
Bilal Hafeez
July 16, 2021
In: hive-podcasts |
Bitcoin & Crypto
July 16, 2021
Roshun Patel is Vice President of Lending at Genesis – the world’s largest digital asset lender. Roshun has a background in computer…
By
John Tierney
July 16, 2021
In: Hive Exclusives |
ESG & Climate Change
July 16, 2021
Climate scientists have much to tell us about the quantity of greenhouse gases being emitted annually, and how it has affected…
By
Bilal Hafeez
July 15, 2021
In: post |
Newsletter
July 15, 2021
Dominique Dwor-Frecaut digs through the detail on US fiscal plans. In her view current fiscal policy and growth forecasts are…
