By
Sam van de Schootbrugge
April 21, 2021
In: Hive Exclusives |
COVID-19
April 21, 2021
In this prime tracker, we review the latest vaccine developments globally. This week, we’ve added the Q2 supply schedule for EU member…
By
Caroline Grady
April 16, 2021
In: Hive Exclusives |
COVID-19
Economics
Growth & Labour Market
April 16, 2021
Summary Mobility and service sector activity are bouncing back in Israel as the high vaccination rate allows rapid reopening. Output is expected…
By
Sam van de Schootbrugge
April 14, 2021
In: Hive Exclusives |
COVID-19
April 14, 2021
In this prime tracker, we review the latest vaccine developments globally. This week, we’ve added some brief commentary on the Johnson &…
By
Sam van de Schootbrugge
April 07, 2021
In: Hive Exclusives |
COVID-19
April 07, 2021
In this prime tracker, we will keep you up-to-date with the latest developments globally. This week, we’ve added infographics to the table,…
By
Sam van de Schootbrugge
March 31, 2021
In: Hive Exclusives |
COVID-19
March 31, 2021
In this prime tracker, we will keep you up-to-date with the latest developments globally. This week, we’ve added some charts on Israel,…
By
Sam van de Schootbrugge
March 24, 2021
In: Hive Exclusives |
COVID-19
March 24, 2021
In this prime tracker, we will keep you up-to-date with the latest vaccination developments globally. This week, we’ve added Thailand to the…
By
Sam van de Schootbrugge
March 17, 2021
In: Hive Exclusives |
COVID-19
March 17, 2021
In this prime tracker, we will keep you up-to-date with the latest global vaccine developments. This week, we’ve added more detail on…
By
Sam van de Schootbrugge
March 11, 2021
In: Hive Exclusives |
COVID-19
March 11, 2021
Vaccination rollouts are well underway. In this prime tracker, we will keep you up-to-date with the latest developments globally. On the details:…
By
Sam van de Schootbrugge
March 10, 2021
In: Deep Dives |
COVID-19
Credit
Economics
March 10, 2021
Summary A new FEDS note finds that the CARES act has significantly reduced the share of US borrowers in delinquency and/or forbearance.…
By
Sam van de Schootbrugge
February 19, 2021
In: Hive Exclusives |
COVID-19
Equities
FX
February 19, 2021
Summary Vaccination rollouts are accelerating, and global Covid-19 cases are dropping. Early data from Israel suggests vaccinations are working, with hospitalised patients’…
By
Bilal Hafeez
January 11, 2021
In: Hive Exclusives |
China & Hong Kong
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
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…
By
John Butler
December 22, 2020
In: Hive Exclusives |
China & Hong Kong
COVID-19
EM
Markets and Investing
December 22, 2020
Supply issues pushing iron ore prices to fresh highs. Iron appears overextended vs other industrial commodities. Chinese steel producers have blamed speculators.…
By
Sam van de Schootbrugge
December 15, 2020
In: Hive Exclusives |
COVID-19
Europe
US
December 15, 2020
COVID vaccine rollout has begun. The Pfizer / BioNTech vaccine is now approved for use in the US, UK and several other…
By
John Butler
December 10, 2020
In: Hive Exclusives |
Asia
China & Hong Kong
COVID-19
Markets and Investing
December 10, 2020
Summary Recovering steel production has pulled iron ore prices sharply higher. De-stockpiling appears to have begun, capping further price gains near term.…
By
Anton Tonev
December 10, 2020
In: Hive Exclusives |
China & Hong Kong
COVID-19
Cryptocurrencies & Blockchain
December 10, 2020
The Covid-19 crisis for China may prove to be the economic equivalent of WW2 for the US. The US was the only…
By
Tatiana Orlova
December 04, 2020
In: Hive Exclusives |
COVID-19
Economics
EM
December 04, 2020
Summary RUB is benefitting from the EM rally and the OPEC+ agreement to delay increases in oil output. But Russia is in…
By
Angela Xu
December 03, 2020
In: Hive Exclusives |
COVID-19
December 03, 2020
As COVID cases continue to rise across the US and Europe, we teamed up with complexity theory expert Dr Yaneer Bar-Yam to…
By
Bilal Hafeez
November 27, 2020
In: hive-podcasts |
COVID-19
Economics
November 27, 2020
In this show, I talk with Professor Yaneer Bar-Yam. He is the founding president of the New England Complex Systems Institute and the…
By
Sam van de Schootbrugge
November 25, 2020
In: Deep Dives |
COVID-19
FX
Monetary Policy & Inflation
November 25, 2020
Summary: The US, EU, Japan and China account for 50% of world GDP. Their exchange rates have been experiencing a long-term secular…
By
Dominique Dwor-Frecaut
November 25, 2020
In: Hive Exclusives |
COVID-19
Economics
US
November 25, 2020
Summary The ongoing COVID surge is likely to have limited economic impact: the economy is already ‘pandemic-proofed’; the virus is less deadly;…
By
Angela Xu
November 24, 2020
In: Hive Exclusives |
COVID-19
EM
Monetary Policy & Inflation
November 24, 2020
Following promising vaccine results, bullish sentiment over EM is building. To discuss this, we welcomed Dirk Willer, Managing Director and Global Head…
By
Bilal Hafeez
November 24, 2020
In: Hive Exclusives |
COVID-19
Monetary Policy & Inflation
November 24, 2020
Yet again, everyone sees nothing but inflation following a sharp downturn. Just like after the 2008 financial crisis, policymaker, analyst and investor…
By
Sam van de Schootbrugge
November 23, 2020
In: Hive Exclusives |
COVID-19
Europe
US
November 23, 2020
Summary US COVID cases are rising quickly and could continue to rise for at least another two weeks. The latest research estimates…
By
Sam van de Schootbrugge
November 18, 2020
In: Deep Dives |
COVID-19
Economics
November 18, 2020
Summary Up to half of US workers have been working from home during the pandemic. Employees and managers alike view this transition…
By
Bilal Hafeez
November 17, 2020
In: Hive Exclusives |
COVID-19
Economics
Geopolitics
November 17, 2020
The war against the COVID-19 pandemic appears to be in its final stretch with the news of two Western vaccines, but investors…
By
Sam van de Schootbrugge
November 16, 2020
In: Hive Exclusives |
COVID-19
November 16, 2020
Introduction Following last week’s vaccine news from Pfizer, we welcomed Professor Justin Stebbing back onto our podcast show. We first interviewed Justin…
By
Bilal Hafeez
November 12, 2020
In: hive-podcasts |
COVID-19
November 12, 2020
In this show, I talk with Professor Justin Stebbing. I had him as guest in July when he argued that we could see a COVID…
