By
John Welch
July 29, 2021
In: Hive Exclusives |
EM
Monetary Policy & Inflation
US
July 29, 2021
The current inflation surge continues to attract attention. Fed Chair Jerome Powell insists that the surge is ‘transitory’, emanating…
By
Caroline Grady
June 24, 2021
In: Hive Exclusives |
EM
Monetary Policy & Inflation
June 24, 2021
Back in March, we wrote about who might hike interest rates next after the initial three central banks. We listed the Czech Republic, the…
By
Bilal Hafeez
May 04, 2021
In: Hive Exclusives |
EM
Monetary Policy & Inflation
May 04, 2021
This is an edited transcript of our podcast episode with Boris Vladimirov, a managing director at Goldman Sachs. We discussed inflation…
By
Caroline Grady
March 19, 2021
In: Hive Exclusives |
EM
Monetary Policy & Inflation
March 19, 2021
Three rate hikes this week by major EM central banks reflect the sharp turnaround in inflation dynamics. A run-up in energy prices…
By
Bilal Hafeez
February 22, 2021
In: Hive Exclusives |
Bitcoin & Crypto
EM
FX
February 22, 2021
Bitcoin is up almost 90% this year. Many crypto enthusiasts think this signals that bitcoin will replace the dollar in the…
By
Bilal Hafeez
February 09, 2021
In: Hive Exclusives |
Bonds
EM
Equities
Europe
FX
Monetary Policy & Inflation
US
February 09, 2021
I have to say, I didn’t know much about you until very recently I came across some of your work and I was really impressed by the…
By
Tatiana Orlova
February 08, 2021
In: Hive Exclusives |
Commodities
Economic Growth
EM
Europe
FX
Monetary Policy & Inflation
Politics & Geopolitics
US
February 08, 2021
Strong grain and gas exports look particularly good for the rouble this year. The rouble usually appreciates in winter, supported by…
By
Rafael Halpin
February 04, 2021
In: Hive Exclusives |
Asia
Bonds
China
EM
Monetary Policy & Inflation
February 04, 2021
The idea that China must cut rates seems like a non-starter. It was the only major economy to clock positive GDP growth last year…
By
Caroline Grady
January 21, 2021
In: Hive Exclusives |
Asia
Bonds
China
EM
Equities
FX
Politics & Geopolitics
January 21, 2021
Bumper foreign inflows were a significant driver of Asia FX through late 2020 (Chart 1). The Bloomberg EM Capital Flows index was up 16.5%…
By
Bilal Hafeez
January 18, 2021
In: Hive Exclusives |
Asia
Bonds
EM
Equities
ESG & Climate Change
Europe
FX
LATAM
Monetary Policy & Inflation
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 personal…
By
Bilal Hafeez
January 11, 2021
In: Hive Exclusives |
Asia
China
COVID
EM
Europe
Monetary Policy & Inflation
US
January 11, 2021
Imagine the following. A country doubles its fiscal deficit, increases its public spending (especially on public investment), accelerates…
By
John Butler
December 22, 2020
In: Hive Exclusives |
Asia
China
Commodities
COVID
EM
December 22, 2020
Continuing the year’s trend, iron ore prices have risen further in recent weeks, with the active SGX iron ore futures contract reaching…
By
Bilal Hafeez
December 17, 2020
In: Hive Exclusives |
Commodities
EM
FX
Monetary Policy & Inflation
December 17, 2020
We’ve had many great guests on our podcast show this year, and fascinating discussing on a whole range of topics. I always like to get…
By
Reuven Benichou
December 17, 2020
In: Hive Exclusives |
Commodities
EM
Europe
Fiscal Policy & Inequality
FX
Labour Market & Inequality
December 17, 2020
Fiscal rules are used in several commodity-exporting countries to avoid pro-cyclical fiscal policy. It can ensure that only a portion of…
By
Caroline Grady
December 11, 2020
In: Hive Exclusives |
Asia
China
EM
Fiscal Policy & Inequality
FX
Monetary Policy & Inflation
December 11, 2020
Like China, improvements in India’s trade and current account are a key driver of recent FX dynamics. But while China has allowed its…
By
Tatiana Orlova
December 04, 2020
In: Hive Exclusives |
Commodities
COVID
EM
Europe
FX
Labour Market & Inequality
Monetary Policy & Inflation
December 04, 2020
Russia is in the middle of a second COVID-19 wave. As of 3 December, it had 2.35 million confirmed cases, the fourth-largest number…
By
Caroline Grady
December 04, 2020
In: Hive Exclusives |
Economic Growth
EM
Monetary Policy & Inflation
US
December 04, 2020
Thursday’s ECB meeting with take center stage with President Lagarde widely expected to announce additional asset purchases under PEPP…
By
Caroline Grady
December 01, 2020
In: Hive Exclusives |
COVID
Economic Growth
EM
FX
December 01, 2020
Emerging markets had a bumper November. EM currencies gained around 3% on average, with several big EMs strengthening by much more…
By
Caroline Grady
November 27, 2020
In: Hive Exclusives |
Credit
EM
Europe
Fiscal Policy & Inequality
FX
Monetary Policy & Inflation
November 27, 2020
At $27.5bn, Turkey’s C/A deficit is not actually that large on a 12-month rolling basis. Two years ago, it was running at more than $50bn…
By
Angela Xu
November 24, 2020
In: Hive Exclusives |
COVID
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…
By
Bilal Hafeez
November 21, 2020
In: hive-podcasts |
EM
November 21, 2020
In this show, I talk with Dr. Dirk Willer. He’s a Managing Director and Global Head of Emerging Markets FX and Fixed Income Strategy at…
By
Reuven Benichou
November 20, 2020
In: Hive Exclusives |
EM
Fiscal Policy & Inequality
Labour Market & Inequality
LATAM
Monetary Policy & Inflation
November 20, 2020
Emerging markets (EM) have become a big focus for investors in recent weeks. While EM markets may initially rally in tandem, as time goes…
By
Caroline Grady
November 05, 2020
In: Hive Exclusives |
Asia
Bonds
EM
Fiscal Policy & Inequality
FX
Monetary Policy & Inflation
November 05, 2020
September’s 7.3% YoY reading on inflation is an eight-month high and marks six months where CPI has been above the upper bound…
By
Caroline Grady
October 16, 2020
In: Hive Exclusives |
Asia
COVID
EM
Monetary Policy & Inflation
October 16, 2020
South Korea’s economy is finally picking up. The September PMI was the highest since January, exports have bounced, declines…
By
Reuven Benichou
October 15, 2020
In: Hive Exclusives |
COVID
EEMEA
EM
Monetary Policy & Inflation
October 15, 2020
Israel is the most tech-oriented economy in the world, with 13% of the GDP and 30% of all exports originating in the high-tech sector…
By
Caroline Grady
September 29, 2020
In: Hive Exclusives |
EM
FX
Monetary Policy & Inflation
September 29, 2020
Parts of emerging markets are starting to see rising inflation. This is the result of earlier currency depreciation, supply-side…
By
Phil Suttle
September 14, 2020
In: Hive Exclusives |
Asia
COVID
Economic Growth
EM
FX
September 14, 2020
The COVID-19 (C-19) crisis has had severe effects on all global markets, including those for international trade. Typically…
By
Caroline Grady
September 03, 2020
In: Hive Exclusives |
Asia
COVID
Economic Growth
EM
FX
September 03, 2020
INR’s usual seasonal pattern of August weakness came to a halt this year. Appreciation of almost 2% through the month left the rupee as…
