By
Sam van de Schootbrugge
September 29, 2020
In: Hive Exclusives |
FX
Geopolitics
US
September 29, 2020
Going into this year’s US presidential election, we have a Republican incumbent whose party currently holds majority control in the Senate but…
By
Caroline Grady
September 29, 2020
In: Hive Exclusives |
Emerging Markets
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 disruptions and rising…
By
Bilal Hafeez
Mehdi Farooq
September 28, 2020
In: Hive Exclusives |
Data, Models & Market Infrastructure
September 28, 2020
We are back with our smart investor survey. The respondents are mainly sophisticated investors and analysts from financial institutions covering both buy…
By
John Butler
George Goncalves
September 28, 2020
In: Hive Exclusives |
Monetary Policy & Inflation
September 28, 2020
Both gold and TIPS can provide a suitable hedge for rising inflation, but which is better? In part 1 of this two-part…
By
Bilal Hafeez
September 25, 2020
In: Hive Exclusives |
Economics
Monetary Policy & Inflation
US
September 25, 2020
Monetary Policy The plethora of Fedspeak continues with Williams and Clarida among the scheduled speakers over the coming week. ECB officials will…
By
John Tierney
September 24, 2020
In: Hive Exclusives |
Credit
Equities
US
September 24, 2020
With high yield credit spreads near 540bp, is high yield a buy? Moody’s default rate outlook suggests it is, and that it…
By
Dominique Dwor-Frecaut
September 24, 2020
In: Hive Exclusives |
COVID-19
Economics
Growth & Labour Market
US
September 24, 2020
Market concerns over a new COVID-19 relief bill could be overdone. This is because the household savings rate is extraordinarily high, and…
By
Sam van de Schootbrugge
September 22, 2020
In: Hive Exclusives |
COVID-19
September 22, 2020
As the COVID-19 second wave takes hold, differences in government responses appear unable to explain differences in infection rates across European countries.…
By
Bilal Hafeez
September 22, 2020
In: Hive Exclusives |
FX
US
September 22, 2020
Global stocks have tumbled in recent days given a combination of fears over a second COVID wave in Europe, lingering disappointment over…
By
Bilal Hafeez
September 21, 2020
In: Hive Exclusives |
Geopolitics
US
September 21, 2020
The recent death of liberal-leaning Supreme Court Justice Ruth Ginsburg has shifted political attention to who will pick the next Supreme Court…
By
Reuven Benichou
September 21, 2020
In: Hive Exclusives |
Economics
FX
September 21, 2020
This Thursday’s Swiss National Bank (SNB) quarterly monetary policy meeting comes against a backdrop of Swiss franc (CHF) outperformance, with the currency…
By
Bilal Hafeez
September 21, 2020
In: Hive Exclusives |
Geopolitics
Global Macro
Monetary Policy & Inflation
September 21, 2020
Monetary Policy After a flurry of major DM central bank meetings last week, this week is quiet in terms policy meetings. There…
By
John Butler
George Goncalves
September 17, 2020
In: Hive Exclusives |
Monetary Policy & Inflation
September 17, 2020
The possibility of rising inflation on the horizon means investors should consider their hedging options. In this piece, we weigh up US…
By
Dominique Dwor-Frecaut
September 17, 2020
In: Hive Exclusives |
Economics
Monetary Policy & Inflation
US
September 17, 2020
The macroeconomic plans of the Biden and Trump campaigns are surprisingly similar and support a move to a high inflation regime. The…
By
Phil Rush
September 16, 2020
In: Hive Exclusives |
Economics
Monetary Policy & Inflation
UK
September 16, 2020
The BoE’s ongoing easing programme means it need not announce any policy change at this meeting. However, with insufficient room to continue…
By
Bilal Hafeez
September 15, 2020
In: Hive Exclusives |
Geopolitics
US
September 15, 2020
A lot has happened in recent weeks. Anti-police and Black Lives Matter protests have continued, which some have speculated could help Trump.…
By
Dominique Dwor-Frecaut
George Goncalves
September 15, 2020
In: Hive Exclusives |
Monetary Policy & Inflation
US
September 15, 2020
Economic uncertainty and recent signs of a slowing recovery suggest the Fed will maintain its cautious outlook and the 2021-22 Summary of…
By
Bilal Hafeez
September 14, 2020
In: Hive Exclusives |
Geopolitics
Global Macro
US
September 14, 2020
Monetary Policy Wednesday’s Fed meeting is the highlight of the week with Chair Powell set to give details on the shift to…
By
Phil Suttle
September 14, 2020
In: Hive Exclusives |
COVID-19
Economics
Emerging Markets
September 14, 2020
The response of global goods trade to the Covid-19 crisis has been relatively benign Chinese exports have recovered; the country is leading…
By
Caroline Grady
September 10, 2020
In: Hive Exclusives |
FX
Geopolitics
Monetary Policy & Inflation
September 10, 2020
This mood music over the past few days has been in stark contrast between Frankfurt and London. ECB president Christine Lagarde today…
By
Caroline Grady
September 10, 2020
In: Hive Exclusives |
China & Hong Kong
Economics
September 10, 2020
Chinese trade data earlier this week showed imports growth falling deeper into negative territory (-2.1% YoY), while credit data due in the…
By
Bilal Hafeez
September 08, 2020
In: Hive Exclusives |
Geopolitics
US
September 08, 2020
In an era of information overload, it is surprising that there are still things that remain undiscussed. Take the upcoming US elections…
By
Caroline Grady
September 08, 2020
In: Hive Exclusives |
FX
Monetary Policy & Inflation
September 08, 2020
Euro strength and the current bout of deflation are set to dominate this week’s ECB meeting. We expect no policy announcements, but,…
By
Bilal Hafeez
September 07, 2020
In: Hive Exclusives |
Business & Technology
Equities
US
September 07, 2020
It is now widely known that Softbank had engaged in significant buying of US tech stocks through options. But it was already…
By
John Tierney
September 07, 2020
In: Hive Exclusives |
Economics
Growth & Labour Market
US
September 07, 2020
Last Friday’s August labour market report had elements of both glass-half-full and glass-half-empty news. On balance, the half-empty glass still looks bigger…
By
Alina Eidt
September 04, 2020
In: Hive Exclusives |
Credit
Emerging Markets
September 04, 2020
African Sovereign Eurobonds have lagged the broader EM rally Debt sustainability must be assessed on a country-by-country basis Transparency and financial innovation…
By
Bilal Hafeez
September 04, 2020
In: Hive Exclusives |
Equities
US
September 04, 2020
US equities finally showed some weakness. The S&P500 fell 3.5% on Thursday, while the NASDAQ fell 5%. Here are five things you…
By
Viraj Patel
September 03, 2020
In: Hive Exclusives |
COVID-19
Economics
UK
September 03, 2020
Brexit uncertainty, the UK’s economic makeup, a dovish sounding Bank of England and a possible early end to fiscal stimulus are all…
