By
Bilal Hafeez
May 28, 2020
In: post |
Newsletter
May 28, 2020
Today we saw big drop in US continuing claims which lends some support to the recovery narrative. V-shaped advocate and regular contributor…
By
Bilal Hafeez
May 27, 2020
In: post |
Newsletter
May 27, 2020
(total reading time: 2 mins) The US fiscal response to COVID has been one of the largest globally and is a key…
By
Bilal Hafeez
May 26, 2020
In: post |
Newsletter
May 26, 2020
As economies continue to re-open, markets remain buoyed by the prospect of demand returning. Whether this resurgence in demand – which comes on…
By
Bilal Hafeez
May 23, 2020
In: post |
Macro Life | Newsletter
May 23, 2020
(total reading time: 4 mins) With lockdowns remaining in place for many of us our weekly offering of Lifestyle blogs remains dominated…
By
Bilal Hafeez
May 21, 2020
In: post |
Newsletter
May 21, 2020
Hopes for an EU recovery fund and a bounce in PMI data has boosted risk markets. One of our regular writers, Dominique Dwor-Frecaut, has been on…
By
Bilal Hafeez
May 20, 2020
In: post |
Newsletter
May 20, 2020
(total reading time: 2 mins) This past week, there’s been renewed focus on Europe with talk of an EU recovery fund. European…
By
Bilal Hafeez
May 19, 2020
In: post |
Newsletter
May 19, 2020
Markets are upbeat at two prospects. First, a potential vaccine for COVID. Second, the Franco-German proposals for a €500bn recovery fund financed…
By
Bilal Hafeez
May 16, 2020
In: post |
Macro Life | Newsletter
May 16, 2020
(total reading time: 4 mins) A fun and practical selection of articles this week to overcome all your lockdown blues. Also, check…
By
Bilal Hafeez
May 14, 2020
In: post |
Newsletter
May 14, 2020
Markets appear to be going through a reality check in recent days. Yesterday, Fed Chair Powell added to the caution: “the recovery may take…
By
Bilal Hafeez
May 13, 2020
In: post |
Newsletter
May 13, 2020
(total reading time: 2 mins) For today’s Deep Dive, we have Imperial Professor, Justin Stebbing, summarise some new research on the impact…
By
Bilal Hafeez
May 12, 2020
In: post |
Newsletter
May 12, 2020
Markets have resumed their upward momentum as the gradual easing of lockdown restrictions increases optimism over the recovery. But not all…
By
Bilal Hafeez
May 09, 2020
In: post |
Macro Life | Newsletter
May 09, 2020
(total reading time: 4 mins) Bored during lockdown? Learn to do a handstand, brew the perfect cuppa coffee and find new stuff…
By
Bilal Hafeez
May 07, 2020
In: post |
Newsletter
May 07, 2020
Germany’s landmark ruling this week to ask the ECB to assess whether its asset purchases violate the central bank’s mandate has generated significant…
By
Bilal Hafeez
May 06, 2020
In: post |
Newsletter
May 06, 2020
(total reading time: 3 mins) We have a Bank of England meeting tomorrow, so we have UK guru, Phil Rush, give his…
By
Bilal Hafeez
May 05, 2020
In: post |
Newsletter
May 05, 2020
The extent of the stock market recovery may have surprised some over recent weeks, but not Paul Krugman. We feature his latest…
By
Bilal Hafeez
May 02, 2020
In: post |
Macro Life | Newsletter
May 02, 2020
(total reading time: 4 mins) It’s hard to ignore the lockdown, so most of our curated articles feature it in some way.…
By
Bilal Hafeez
April 30, 2020
In: post |
Newsletter
April 30, 2020
The ongoing market recovery provides the theme for our Exclusives today. First up, top strategist John Tierney extracts what the S&P500 is pricing for…
By
Bilal Hafeez
April 29, 2020
In: post |
Newsletter
April 29, 2020
(total reading time: 3 mins) We continue to sift through the academic literature on COVID for insights into the policy response. This…
By
Bilal Hafeez
April 28, 2020
In: post |
Newsletter
April 28, 2020
As the COVID crisis drags on, we notice it reach areas of the economy and society where its effect was not initially evident. We feature some of the more…
By
Bilal Hafeez
April 25, 2020
In: post |
Macro Life | Newsletter
April 25, 2020
(total reading time: 3 mins) Another great list of articles to help you survive the lockdown. They include tips on how to…
By
Bilal Hafeez
April 23, 2020
In: post |
Newsletter
April 23, 2020
In today’s letter, we feature two pieces on COVID-19. One by Dominique Dwor-Frecaut which argues that COVID news and possible re-openings should…
By
Bilal Hafeez
April 22, 2020
In: post |
Newsletter
April 22, 2020
(total reading time: 2 mins) We stick with COVID for our Deep Dive this week and look at the lesson from war…
By
Bilal Hafeez
April 21, 2020
In: post |
Newsletter
April 21, 2020
Assets manager like PIMCO appear to be dipping their toes back into markets with an implicit assumption of a short sharp recession…
By
Bilal Hafeez
April 18, 2020
In: post |
Macro Life | Newsletter
April 18, 2020
(total reading time: 4 mins) We’ve got an array of tips and tricks to stay sane and healthy during a lock-down. Understand…
By
Bilal Hafeez
April 16, 2020
In: post |
Newsletter
April 16, 2020
As the huge economic impact from coronavirus becomes increasingly clear and talk of lifting lockdowns heats up we feature a range of articles on…
By
Bilal Hafeez
April 15, 2020
In: post |
Newsletter
April 15, 2020
(total reading time: 2 mins) We’ve been trawling the academic literature to find the best pieces on COVID that would be relevant…
By
Bilal Hafeez
April 14, 2020
In: post |
Newsletter
April 14, 2020
I have to say the quality of research seems to have stepped up over the COVID period and I struggled to cut back my curated list this week. On markets…
By
Bilal Hafeez
April 11, 2020
In: post |
Macro Life | Newsletter
April 11, 2020
(total reading time: 3 mins) With self-isolation continuing, we feature a range of articles to help you adapt. We have tips on…
