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
Sam van de Schootbrugge
July 28, 2021
In: Deep Dives |
Monetary Policy & Inflation
July 28, 2021
Theoretically, EM central banks should loosen domestic policy in response to contractionary US rate hikes. This is to mitigate any…
By
Jon Turek
July 26, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
US
July 26, 2021
Following the recent bond market rally, there is an interesting disconnect between market pricing and market narrative. The market…
By
Caroline Grady
July 22, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
July 22, 2021
The ECB’s first meeting post strategy review produced no policy surprises. The central bank adjusted forward guidance on interest rates…
By
Diana Ayala
July 20, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
Rates
July 20, 2021
On 24 June, Banxico surprised the market with a monetary policy rate increase of 25bps. As the communique and meeting minutes noted, most…
By
John Welch
July 19, 2021
In: Hive Exclusives |
COVID-19
Economics
Monetary Policy & Inflation
July 19, 2021
Local and international press paint Brazil in the throes of never-ending crises, between COVID-19, spiralling fiscal deficits and debt, and a struggling recovery…
By
Bilal Hafeez
July 15, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
July 15, 2021
Headline US CPI inflation reached 5.4% in June and many are seeing this as sign of a new higher inflation regime. However, all the signs…
By
Bilal Hafeez
June 29, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
June 29, 2021
This is an edited transcript of our podcast episode with Charles Goodhart CBE, Emeritus Professor of Banking and Finance at the LSE…
By
Bilal Hafeez
June 29, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
June 29, 2021
Will we see deflation in the US in 2022US headline CPI inflation is currently running at 5% and many, including the Fed, are fearing the return of high inflation. Markets are…
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
Dominique Dwor-Frecaut
Jon Turek
June 18, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
US
June 18, 2021
The June FOMC meeting turned out more hawkish than we expected, which reflects both a change in the Fed economic assessment and its…
By
Jon Turek
June 15, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
June 15, 2021
Much has changed since the April FOMC meeting. We have had two high inflation prints, employment gains have been slower than consensus…
By
Bilal Hafeez
June 11, 2021
In: hive-podcasts |
Economics
Monetary Policy & Inflation
June 11, 2021
Charles Goodhart CBE is Emeritus Professor of Banking and Finance at the LSE, having previously been its Deputy Director. Previously…
By
Bilal Hafeez
June 03, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
Politics
UK
June 03, 2021
This is an edited transcript of our podcast episode with former UK Chancellor Sajid Javid. We discussed the UK response to the pandemic…
By
Sam van de Schootbrugge
June 02, 2021
In: Deep Dives |
Monetary Policy & Inflation
June 02, 2021
A new NBER working paper shows that existing US surveys of professional forecasters and households poorly proxy firms’ inflation…
By
Bilal Hafeez
June 01, 2021
In: Hive Exclusives |
Bonds
Labour Market & Inequality
Monetary Policy & Inflation
June 01, 2021
This is an edited transcript of our podcast episode with Dominique Dwor-Frecaut, who has worked at Bridgewater, Barclays, RBS…
By
Bilal Hafeez
May 25, 2021
In: Hive Exclusives |
Economic Growth
Monetary Policy & Inflation
May 25, 2021
This is an edited transcript of our podcast episode with Phil Suttle who runs his own economic research outfit. Before that he worked…
By
John Tierney
May 20, 2021
In: Hive Exclusives |
Bonds
Economic Growth
Equities
Monetary Policy & Inflation
May 20, 2021
Markets seem to be at a perplexing crossroad. Admittedly, markets are always at some kind of crossroad. But still…
By
Dominique Dwor-Frecaut
May 13, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
May 13, 2021
The April CPI of 0.9% MoM against the expected 0.3% MoM was a huge surprise. Predictably, the Fed stressed that the data…
By
Dominique Dwor-Frecaut
May 10, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
US
May 10, 2021
I expected a downside surprise on NFP, but not one so big: 266,000 against 1mn expected. Surprises of this magnitude are typically noisy…
By
Bilal Hafeez
May 07, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
May 07, 2021
This is an edited transcript of our podcast episode with Jeff Snider, Head of Global Investment Research for Alhambra Investment Partners…
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
Sam van de Schootbrugge
May 04, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
May 04, 2021
Few would disagree that the drivers of inflation have changed over the last 30 years. This has manifested through lower average…
By
Jon Turek
April 27, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
April 27, 2021
This FOMC meeting will likely be fairly quiet. The Fed will probably anchor to their sentiment of the March SEP meeting. One of…
By
Bilal Hafeez
April 23, 2021
In: hive-podcasts |
Monetary Policy & Inflation
April 23, 2021
Jeff is Head of Global Investment Research for Alhambra Investment Partners. He started his career in portfolio management…
By
Phil Suttle
April 22, 2021
In: Hive Exclusives |
Monetary Policy & Inflation
US
April 22, 2021
Most now accept that the commonly measured rates of US consumer price inflation will rise in coming months. The Fed’s…
By
Caroline Grady
April 20, 2021
In: Hive Exclusives |
Europe
Monetary Policy & Inflation
April 20, 2021
Stepped up PEPP purchases since the 11 March ECB meeting leave little need for any policy changes at this week’s governing council meeting…
By
Dominique Dwor-Frecaut
April 15, 2021
In: Hive Exclusives |
China
Monetary Policy & Inflation
April 15, 2021
Recent increases in China’s PPI and the price of US imports from China saw some market participants warn that China is starting…
