By
Bilal Hafeez
January 21, 2021
In: post |
Newsletter
January 21, 2021
President Biden’s multilateralism is unlikely to prevent further erosion of the dollar’s global reserve status, writes Dominique…
By
Caroline Grady
January 21, 2021
In: Hive Exclusives |
Economics
Emerging Markets
January 21, 2021
Summary Accelerating capital inflows through Q4 2020 were a key driver of EMFX. We expect inflows will remain strong in Asia driven…
By
Dominique Dwor-Frecaut
January 21, 2021
In: Hive Exclusives |
Economics
FX
January 21, 2021
Summary The dollar share of global foreign reserves declined under the Trump administration’s unilateralism. President Biden’s multilateralism alone may be unable to…
By
Bilal Hafeez
January 21, 2021
In: Hive Exclusives |
Business & Technology
Cryptocurrencies & Blockchain
Podcasts
January 21, 2021
This is an edited transcript of our podcast episode with economist and regulatory hacker, Eli Dourado. He provides his views on some…
By
Bilal Hafeez
January 20, 2021
In: post |
Newsletter
January 20, 2021
By
Sam van de Schootbrugge
January 20, 2021
In: Deep Dives |
Cryptocurrencies & Blockchain
January 20, 2021
Summary A new Journal of Banking and Finance paper explores how best to measure liquidity in cryptocurrency markets using only low-frequency data.…
By
Bilal Hafeez
January 19, 2021
In: post |
Newsletter
January 19, 2021
After last month’s recalibration of monetary policy the ECB will leave policy firmly unchanged on Thursday, writes Caroline Grady…
By
Caroline Grady
January 19, 2021
In: Hive Exclusives |
Europe
Monetary Policy & Inflation
January 19, 2021
Europe’s economy is on the cusp of a double-dip recession. A worsening COVID situation and a tightening of restrictions means the bloc…
By
Bilal Hafeez
January 18, 2021
In: post |
Newsletter
January 18, 2021
The latest house price data suggests that early-pandemic momentum is fading, writes Sam van de Schootbrugge…
By
Sam van de Schootbrugge
January 18, 2021
In: Hive Exclusives |
Economics
Growth & Labour Market
UK
January 18, 2021
Summary Average asking prices fell 0.9% on last month, according to the latest Rightmove data. YoY changes remain positive, but early-pandemic momentum…
By
Bilal Hafeez
January 18, 2021
In: Hive Exclusives |
FX
Investment Strategy
Podcasts
Trade
January 18, 2021
This is an edited transcript of our 12 Investment Ideas For 2021 From Our Listeners podcast episode. The trade ideas are the…
By
Bilal Hafeez
January 15, 2021
In: post |
Newsletter
January 15, 2021
China’s widening trade surplus with the US, and imports running well below targets in the Phase 1 deal leaves a difficult review…
By
Bilal Hafeez
January 15, 2021
In: post |
Hive Life
Newsletter
January 15, 2021
(total reading time: 4 mins) This week, it is all about reconnecting with yourself and finding ways to be more self-compassionate. By…
By
Caroline Grady
January 15, 2021
In: Hive Exclusives |
China
Geopolitics
US
January 15, 2021
Summary Chinese exports have outperformed this year, resulting in a rising global market share. And imports contracted, leaving China’s trade surplus at…
By
Bilal Hafeez
January 15, 2021
In: hive-podcasts |
Business & Technology
Cryptocurrencies & Blockchain
ESG & Climate Change
January 15, 2021
Eli is an economist and regulatory hacker living in Washington, DC, and a senior research fellow at the Center for Growth and…
By
Bilal Hafeez
January 14, 2021
In: post |
Newsletter
January 14, 2021
The UK’s economic underperformance is unlikely to reverse despite the recent goods trade agreement, writes Phil Suttle. Further fiscal…
By
Phil Suttle
January 14, 2021
In: Hive Exclusives |
Economics
Monetary Policy & Inflation
Politics
UK
January 14, 2021
Summary UK relative economic performance has been very weak since the 2016 Brexit vote. Brexit’s arrival is unlikely to reverse this trend,…
By
John Butler
January 14, 2021
In: Hive Exclusives |
Markets and Investing
Monetary Policy & Inflation
US
January 14, 2021
Summary Food and energy prices have risen sharply of late Upward pressure on global manufacturing costs is a likely result US breakevens…
By
Bilal Hafeez
January 13, 2021
In: post |
Newsletter
January 13, 2021
By
Sam van de Schootbrugge
January 13, 2021
In: Deep Dives |
Business & Technology
Economics
Fiscal Policy & Inequality
January 13, 2021
Summary A new NBER paper explores the origins of wealth using a unique granular dataset. They find labour income drives wealth inequality…
By
Bilal Hafeez
January 12, 2021
In: post |
Newsletter
January 12, 2021
Long-term unemployment in the US is on the decline with recent job losses highly concentrated, writes John Tierney…
By
John Tierney
January 12, 2021
In: Hive Exclusives |
Investment Strategy
Markets and Investing
US
January 12, 2021
Summary The Russell 2000 index has been on a hot streak since the election, far outperforming the SPX and NASDAQ 100 indices.…
By
John Tierney
January 12, 2021
In: Hive Exclusives |
Growth & Labour Market
US
January 12, 2021
Summary Underlying trends in the US labour market are promising. Outside of the leisure and food service sectors, the private sector is…
By
Bilal Hafeez
January 11, 2021
In: post |
Newsletter
January 11, 2021
The reflation theme has come to the fore yet again. But with sizeable fiscal stimulus in China and elsewhere yet to ignite…
By
Bilal Hafeez
January 11, 2021
In: Hive Exclusives |
China
COVID-19
Europe
Monetary Policy & Inflation
US
January 11, 2021
Summary China has increased fiscal deficits, credit, public spending, and has re-opened, yet inflation is anemic. This shows that commodity price inflation…
By
Bilal Hafeez
January 09, 2021
In: post |
Hive Life
Newsletter
January 09, 2021
(total reading time: 4 mins) To welcome you into the New Year, we bring you many tips and hacks for starting 2021…
By
Bilal Hafeez
January 08, 2021
In: post |
Newsletter
January 08, 2021
Downside risks to the global recovery are rising as fresh COVID restrictions curb mobility. Caroline Grady gives three reasons…
By
Caroline Grady
January 08, 2021
In: Hive Exclusives |
Asia
COVID-19
Economics
EM
Equities
Monetary Policy & Inflation
UK
January 08, 2021
Summary Fresh COVID restrictions leave downside risks to the global recovery as mobility slows again. Asia’s dominance in global growth, an accommodative…
