By
Bilal Hafeez
February 18, 2020
In: post |
Newsletter
February 18, 2020
As the infection rate of the coronavirus stabilises the market is increasingly focused on the economic impact of the disruption. Markets were initially…
READ MORE
By
Haluk Burumcekci
February 18, 2020
In: Hive Exclusives |
Emerging Markets | FX | Monetary Policy & Inflation
February 18, 2020
With the lira under pressure expectations are mixed on whether the Turkish central bank will opt for a sixth consecutive…
READ MORE
By
Bilal Hafeez
February 15, 2020
In: post |
Macro Life | Newsletter
February 15, 2020
(total reading time: 3 mins) We can’t resist featuring some Valentine-themed picks with our Lifestyle blogs this week, even if we are…
READ MORE
By
Bilal Hafeez
February 14, 2020
In: post |
Newsletter
February 14, 2020
Three podcasts to flag this week – all with an optimistic tone to them. Not sure if it something to do with Valentine’s day! First up, Goldman Sachs give…
READ MORE
By
Caroline Grady
February 14, 2020
In: Podcast Playlists |
Investment Strategy & Asset Allocation | Sustainability & Social Issues
February 14, 2020
Philipp Hildebrand, BlackRock’s Vice Chairman, and Rachel Lord, Head of Europe, Middle East and Africa discuss the company’s pivot towards…
READ MORE
By
Caroline Grady
February 14, 2020
In: Podcast Playlists |
Economics | Investment Strategy & Asset Allocation
February 14, 2020
UBS set out their positive investment case for China even with the coronavirus outbreak. They assume the containment efforts have worked, and…
READ MORE
By
Caroline Grady
February 14, 2020
In: Podcast Playlists |
Equities | Investment Strategy & Asset Allocation | US
February 14, 2020
Goldman Sachs are bullish view on US equities. This is based the very high probability of positive returns during an expansion, and that data…
READ MORE
By
Bilal Hafeez
February 14, 2020
In: Hive Exclusives |
Equities | FX | Geopolitics | Sustainability & Social Issues | US
February 14, 2020
It’s easy to paint gloomy pictures of the world whether looking at market valuations, climate change or health scares. However, not all is lost,…
READ MORE
By
Bilal Hafeez
February 13, 2020
In: post |
Newsletter
February 13, 2020
As markets digest the sharp jump in coronavirus cases due to a revised methodology in China we feature two timely exclusives on the outbreak…
READ MORE
By
George Goncalves
February 13, 2020
In: Hive Exclusives |
Economics | Fiscal Policy & Inequality
February 13, 2020
After much consultation, the US Treasury will be re-adding the 20-year bond back into its suite of marketable debt products in an effort to expand…
READ MORE
By
John Tierney
February 13, 2020
In: Hive Exclusives |
Business & Technology | Equities
February 13, 2020
Much to Mr. Market’s surprise and delight, a federal judge signed off on T-Mobile (TMUS) and Sprint’s merger plans on Tuesday. Sprint’s stock price…
READ MORE
By
Dominique Dwor-Frecaut
February 13, 2020
In: Hive Exclusives |
Credit | Equities | Growth & Labour Market | Monetary Policy & Inflation
February 13, 2020
Bad news related to the outbreak of the Novel Coronavirus, COVID19, is unlikely to be fully priced in. Yet over the next few months…
READ MORE
By
Gary Licht
February 13, 2020
In: Hive Exclusives |
Business & Technology | Geopolitics
February 13, 2020
On getting up to speed on 2019-nCoV, I observed early the resemblance of its mathematics to a 2019 paper using Metcalfe’s law to value bitcoin…
READ MORE
By
Bilal Hafeez
February 12, 2020
In: post |
Newsletter
February 12, 2020
(total reading time: 2 mins) Central bank communication has taken on increased importance in recent years as interest rates have steadily declined.…
READ MORE
By
Stefan Posea
February 12, 2020
In: Deep Dives |
Monetary Policy & Inflation | Rates
February 12, 2020
In the last two decades, central banks have significantly increased communication towards the public in the form of speeches, reports, press…
READ MORE
By
Harshal Babla
February 12, 2020
In: Hive Exclusives |
Economics | EM | FX | Monetary Policy & Inflation
February 12, 2020
Banxico is expected to continue its easing cycle with another 25bps rate cut to 7.0% on Thursday. All but one of the 23 respondents in the latest…
READ MORE
By
Bilal Hafeez
February 11, 2020
In: post |
Newsletter
February 11, 2020
Markets continue to shrug off worries over the rising economic cost of the coronavirus with the S&P at another all-time high. Yet with the death toll…
READ MORE
By
Mirza Baig
February 11, 2020
In: Hive Exclusives |
Economics | FX | Growth & Labour Market
February 11, 2020
Hong Kong’s economy is in its deepest recession since 2008. Real GDP contracted by 2.9% YoY in Q4. Q1 is on track for a sub -5% YoY print…
READ MORE
