By
John Butler
January 14, 2021
In: Hive Exclusives |
Markets and Investing
Monetary Policy & Inflation
US
January 14, 2021
Summary Food and energy prices have risen sharply of late Upward pressure on global manufacturing costs is a likely result US breakevens…
By
John Tierney
January 12, 2021
In: Hive Exclusives |
Investment Strategy
Markets and Investing
US
January 12, 2021
Summary The Russell 2000 index has been on a hot streak since the election, far outperforming the SPX and NASDAQ 100 indices.…
By
John Tierney
January 07, 2021
In: Hive Exclusives |
Credit
Markets and Investing
US
January 07, 2021
Summary The corporate bond market outlook is sanguine. Credit spreads are near the past decade’s tights and likely to remain in a…
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
Bilal Hafeez
December 14, 2020
In: Hive Exclusives |
Business & Technology
Cryptocurrencies & Blockchain
Markets and Investing
December 14, 2020
This is a transcript of our podcast episode with one of our most popular returning guests, star investor Jim Leitner. He gives…
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
Caroline Grady
December 01, 2020
In: Hive Exclusives |
EM
Markets and Investing
December 01, 2020
Summary EM sentiment remains bullish following strong November performance and vaccine rollout optimism. That EMs have more goods-driven economies (versus service-oriented DM…
By
John Tierney
November 12, 2020
In: Hive Exclusives |
Credit
Markets and Investing
US
November 12, 2020
Summary High yield credit spreads gapped 80 bp tighter to 422 bp following the election, reaching a target we set in late…
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 04, 2020
In: Deep Dives |
Markets and Investing
November 04, 2020
Summary Investors and media outlets pay significant attention to analysts’ ‘top pick’ stock recommendations. This attention is justified: the picks offer large…
By
Caroline Grady
October 16, 2020
In: Hive Exclusives |
EM
Markets and Investing
Monetary Policy & Inflation
October 16, 2020
Summary KRW is Asia’s best-performing currency since the start of September The recovery is slowing picking up and exports are rebounding Still-low…
By
George Goncalves
October 13, 2020
In: Hive Exclusives |
Markets and Investing
US
October 13, 2020
Summary The recent 63 business days of price action has a strong influence on the direction of yields, where providing yields do…
By
Bilal Hafeez
October 13, 2020
In: hive-podcasts |
Economics
Markets and Investing
Monetary Policy & Inflation
October 13, 2020
Corey recently wrote an excellent piece on market liquidity and I had to have him as guest. For background,
By
Bilal Hafeez
September 13, 2019
In: post |
Markets and Investing
September 13, 2019
28th September Is the US Dollar Fading as the World's Dominant Currency? (Conversable Economist) Runs through FX reserve, OTC trading and SWIFT data and…
