By
Bilal Hafeez
April 04, 2020
In: post |
Macro Life | Newsletter
April 04, 2020
(total reading time: 3 mins) Society is evolving in the COVID era. We’re socializing virtually and schools are delivering lessons online. Today,…
By
Bilal Hafeez
April 02, 2020
In: post |
Newsletter
April 02, 2020
We have a bumper edition this week – with six reports. US rates guru, George Gonclaves, lays out the good, the bad, and the ugly scenarios in…
By
Bilal Hafeez
April 01, 2020
In: post |
Newsletter
April 01, 2020
(total reading time: 5 mins) For our Deep Dive this week, we review some of the academic literature on World Wars. The…
By
Bilal Hafeez
March 31, 2020
In: post |
Newsletter
March 31, 2020
After a tumultuous Q1 comes to an end, markets are braced for historic declines in economic activity in Q2 with a large chunk of the global economy…
By
Bilal Hafeez
March 28, 2020
In: post |
Macro Life | Newsletter
March 28, 2020
(total reading time: 3 mins) Society is increasingly adapting to life indoors with Zoom calls from the kitchen table becoming the new…
By
Bilal Hafeez
March 26, 2020
In: post |
Newsletter
March 26, 2020
Markets have been buoyed by the huge US fiscal stimulus package announced this week and President Trump’s statement that the US economy should…
By
Bilal Hafeez
March 25, 2020
In: post |
Newsletter
March 25, 2020
(total reading time: 3 mins) We focus in on the surprisingly low cases in Japan for our COVID tracker today. Despite having…
By
Bilal Hafeez
March 24, 2020
In: post |
Newsletter
March 24, 2020
We are constantly adjusting our COVID tracker to provide the most useful information as the situation evolves. Our latest update looks at daily rather than…
By
Bilal Hafeez
March 21, 2020
In: post |
Macro Life | Newsletter
March 21, 2020
(total reading time: 3 mins) As daily life becomes increasingly disrupted from the coronavirus pandemic, our lifestyle picks move further from what…
By
Bilal Hafeez
March 19, 2020
In: post |
Newsletter
March 19, 2020
Policymakers are announcing new and significant support packages by the day yet markets remain in turmoil. We feature a few different angles on the…
By
Bilal Hafeez
March 18, 2020
In: post |
Newsletter
March 18, 2020
(total reading time: 3 mins) While China may be getting back to work, economic activity is grinding to a halt elsewhere. I…
By
Bilal Hafeez
March 17, 2020
In: post |
Newsletter
March 17, 2020
It’s hard to escape COVID-19 whether in reality or in the mind. We’ve just revamped our COVID tracker that gives an extremely comprehensive update…
By
Bilal Hafeez
March 14, 2020
In: post |
Macro Life | Newsletter
March 14, 2020
(total reading time: 3 mins) Our lifestyle picks are once again dominated by the impact of the coronavirus. From top picks on…
By
Bilal Hafeez
March 13, 2020
In: post |
Newsletter
March 13, 2020
The market collapse yesterday was historic and it’s likely to be the sign of things to come. We’ve updated our US recession indicators to see what odds…
By
Bilal Hafeez
March 12, 2020
In: post |
Newsletter
March 12, 2020
Markets have collapsed again. This time on the US announcement of a travel ban on Europe. I give my pessimistic view on the markets consequences of…
By
Bilal Hafeez
March 11, 2020
In: post |
Newsletter
March 11, 2020
(total reading time: 3 mins) US COVID cases have finally breached 1,000 cases, which is a 600% increase from a week ago.…
By
Bilal Hafeez
March 10, 2020
In: post |
Newsletter
March 10, 2020
Market volatility reached a new high this week with the oil price war compounding the fallout from the ongoing spread of COVID-19 outside China…
By
Bilal Hafeez
March 06, 2020
In: post |
Macro Life | Newsletter
March 06, 2020
(total reading time: 3 mins) Our weekly break from markets cannot escape the widening impact of COVID-19, but it’s not all doom…
