By
Dominique Dwor-Frecaut
September 24, 2020
In: Hive Exclusives |
COVID-19
Economics
Growth & Labour Market
US
September 24, 2020
Market concerns over a new COVID-19 relief bill could be overdone. This is because the household savings rate is extraordinarily high, and…
By
Sam van de Schootbrugge
September 22, 2020
In: Hive Exclusives |
COVID-19
September 22, 2020
As the COVID-19 second wave takes hold, differences in government responses appear unable to explain differences in infection rates across European countries.…
By
Phil Suttle
September 14, 2020
In: Hive Exclusives |
COVID-19
Economics
Emerging Markets
September 14, 2020
The response of global goods trade to the Covid-19 crisis has been relatively benign Chinese exports have recovered; the country is leading…
By
Bilal Hafeez
Sam van de Schootbrugge
September 07, 2020
In: hive-indicators |
COVID-19
Data, Models & Market Infrastructure
September 07, 2020
Over the last week (31 August – 6 September), the world registered 1.8mn new COVID-19 cases (Chart 1), a weekly rise of…
By
Bilal Hafeez
September 04, 2020
In: hive-podcasts |
COVID-19
Data, Models & Market Infrastructure
Economics
September 04, 2020
In this episode, I talk with Professor Laura Veldkamp. Laura presented one of the key papers at the Federal Reserve’s 2020 gathering…
By
Viraj Patel
September 03, 2020
In: Hive Exclusives |
COVID-19
Economics
UK
September 03, 2020
Brexit uncertainty, the UK’s economic makeup, a dovish sounding Bank of England and a possible early end to fiscal stimulus are all…
By
Bilal Hafeez
Sam van de Schootbrugge
September 02, 2020
In: hive-indicators |
COVID-19
Data, Models & Market Infrastructure
September 02, 2020
Over the last week, the world registered 1.8mn new COVID-19 cases (Chart 1), a weekly rise of 7%. Overall, 25.4mn cases have…
By
Bilal Hafeez
Sam van de Schootbrugge
August 24, 2020
In: hive-indicators |
COVID-19
Data, Models & Market Infrastructure
August 24, 2020
Last week, the world registered 1.7mn new COVID-19 cases, a weekly rise of 8%. Overall, 23.4mn cases have now been recorded, with…
By
Bilal Hafeez
August 21, 2020
In: hive-podcasts |
COVID-19
Credit
Monetary Policy & Inflation
August 21, 2020
In this episode, I talk with Shahraab Ahmad. Shahraab was previously the Chief Investment Officer of the credit fund Decca Capital. Prior to…
By
Phil Suttle
August 20, 2020
In: Hive Exclusives |
COVID-19
Economics
Emerging Markets
Monetary Policy & Inflation
August 20, 2020
• Global inflation fell sharply in the early months of the Covid-19 crisis, mainly because of oil • Core inflation fell most…
By
Bilal Hafeez
Sam van de Schootbrugge
August 17, 2020
In: hive-indicators |
COVID-19
August 17, 2020
Last week, the world registered 1.5mn new COVID-19 cases, a weekly rise of 7%. Total registered cases now stands at 21.6mn, with…
By
Bilal Hafeez
August 13, 2020
In: Hive Exclusives |
COVID-19
Equities
August 13, 2020
Numerous countries are experiencing second waves of COVID-19 infections – not that you would know from their equity market performance. Take the…
By
Bilal Hafeez
Sam van de Schootbrugge
August 12, 2020
In: hive-indicators |
COVID-19
August 12, 2020
On Tuesday, the number of recorded global coronavirus cases reached 20mn. This figure is increasing by 1% a day and half of…
By
Bilal Hafeez
August 11, 2020
In: Hive Exclusives |
COVID-19
Emerging Markets
FX
Monetary Policy & Inflation
August 11, 2020
We were delighted to have serving Governor of the State Bank of Pakistan (2019-current) and 18-year veteran of the IMF Dr Reza…
By
Bilal Hafeez
Sam van de Schootbrugge
August 10, 2020
In: hive-indicators |
COVID-19
August 10, 2020
Last week, the world registered 1.5mn new COVID-19 cases, a weekly rise of 8%. Total registered cases now stands at 19.9mn, with…
By
Bilal Hafeez
Sam van de Schootbrugge
August 05, 2020
In: hive-indicators |
COVID-19
August 05, 2020
Global Coronavirus cases reach 18.5mn, with total deaths now standing at 700,500. These figures have increased 2.5% and 1.6% since Monday’s report,…
By
Sam van de Schootbrugge
August 05, 2020
In: Deep Dives |
COVID-19
Sustainability & Social Issues
August 05, 2020
The Study in a Nutshell The World Health Organization declared COVID-19 a global pandemic on 11 March 2020. Almost no country has…
By
Bilal Hafeez
John Llewellyn
August 04, 2020
In: hive-podcasts |
China & Hong Kong
COVID-19
ESG & Climate Change
Growth & Labour Market
Monetary Policy & Inflation
August 04, 2020
In this episode, I talk with John Llewellyn. John is the co-founder of Llewellyn Consulting – a leading independent economic advisory firm…
By
Macro Dilettante
August 03, 2020
In: Hive Exclusives |
COVID-19
August 03, 2020
Trawling Netflix for interesting viewing, as you do these days to relieve ennui, I came across the 2018 docufilm on Eric Clapton,…
By
Bilal Hafeez
Sam van de Schootbrugge
August 03, 2020
In: hive-indicators |
COVID-19
August 03, 2020
Global coronavirus cases surpass 18 million, with total deaths approaching 700,000. The US accounts for over a quarter of global cases, whilst…
By
Bilal Hafeez
July 31, 2020
In: hive-podcasts |
COVID-19
Emerging Markets
Investment Strategy
July 31, 2020
In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading emerging markets focused hedge fund…
By
Dominique Dwor-Frecaut
July 30, 2020
In: Hive Exclusives |
COVID-19
Growth & Labour Market
US
July 30, 2020
The recovery is likely to move sideways for a month or so before restarting due to the implementation of the new COVID-19 budget package and a…
By
Bilal Hafeez
Sam van de Schootbrugge
July 30, 2020
In: hive-indicators |
COVID-19
July 30, 2020
Colombia experienced the largest daily increase in COVID-19 cases. This rise has been part of an upward trend (charts below), with the…
By
Bilal Hafeez
Sam van de Schootbrugge
July 29, 2020
In: hive-indicators |
COVID-19
July 29, 2020
The U.S. registered 61,700 new cases yesterday, a daily rise of 10%. The total count now stands at 4.35m, a rise of…
By
Sam van de Schootbrugge
July 29, 2020
In: Deep Dives |
COVID-19
Data, Models & Market Infrastructure
July 29, 2020
Changing Behaviour is More Important Than Easing Lockdown Measures The COVID-19 pandemic has dealt both health and economic blows. As new data…
By
Bilal Hafeez
Sam van de Schootbrugge
July 28, 2020
In: hive-indicators |
COVID-19
July 28, 2020
Belgium is experiencing an upturn in cases. The country’s weekly change in 3d moving average is 212%, the highest among countries with…
By
Bilal Hafeez
Sam van de Schootbrugge
July 27, 2020
In: hive-indicators |
COVID-19
July 27, 2020
The UK and other EU countries have imposed quarantine restrictions on travellers coming back from Spain. The country registered 12,000 new cases…
By
Bilal Hafeez
July 24, 2020
In: hive-podcasts |
COVID-19
Geopolitics
US
July 24, 2020
In this episode, I talk with Professor Justin Stebbing. He is a professor in the Faculty of Medicine at Imperial college London. He initially trained at Oxford…
