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
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
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
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
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…
By
Sam van de Schootbrugge
November 11, 2020
In: Deep Dives |
COVID-19
Markets and Investing
November 11, 2020
Summary US GDP data reveals hospitality and mining suffered most during COVID-19 first wave. Around 60% of US workers are employed in…
By
Sam van de Schootbrugge
November 09, 2020
In: Hive Exclusives |
COVID-19
November 09, 2020
Summary Pfizer has just reported promising results for their COVID vaccine. A vaccine is likely to help economies whose sectors have been…
By
Sam van de Schootbrugge
November 05, 2020
In: Hive Exclusives |
COVID-19
November 05, 2020
Summary 1% of Belgium’s population contracted the virus last week. This is the highest weekly increase in population-adjusted cases on record. France,…
By
Sam van de Schootbrugge
October 30, 2020
In: Hive Exclusives |
COVID-19
October 30, 2020
Just days away from the US election, the public health debate continues to dominate this year’s campaign. Here is an update on…
By
Caroline Grady
October 27, 2020
In: Hive Exclusives |
COVID-19
Monetary Policy & Inflation
October 27, 2020
Summary Rising COVID cases and new restrictions threaten the Euro area recovery ECB likely to acknowledge the rising downside risks but stop…
By
Caroline Grady
October 22, 2020
In: Hive Exclusives |
COVID-19
Fiscal Policy & Inequality
October 22, 2020
The global fiscal response to COVID is $11.7trn, or almost 12% of GDP, according to the IMF’s latest Fiscal Monitor. Around half…
By
Sam van de Schootbrugge
October 19, 2020
In: Hive Exclusives |
COVID-19
October 19, 2020
Overview Last week, France, Italy, Germany and the UK all recorded their largest daily increase in new cases since mass testing began…
By
John Tierney
October 15, 2020
In: Hive Exclusives |
COVID-19
Credit
October 15, 2020
Summary Bank 3Q earnings reports show realized credit losses have yet to rise above pre-Covid levels. Bankruptcy data shows similar pattern. Credit…
By
Sam van de Schootbrugge
October 12, 2020
In: Hive Exclusives |
COVID-19
October 12, 2020
With Prime Minister Boris Johnson unveiling a new three-level alert system, we look at the ongoing COVID-19 developments in the UK. Cases…
By
Sam van de Schootbrugge
October 01, 2020
In: Hive Exclusives |
COVID-19
Data, Models & Market Infrastructure
October 01, 2020
Summary: Deaths reach 1 million, placing COVID-19 among the top 20 deadliest pandemics Average daily deaths are now higher than most leading…
