By
Dominique Dwor-Frecaut
March 31, 2020
In: Hive Exclusives |
Sustainability & Social Issues
March 31, 2020
The daily release of countries’ COVID-19 case counts consistently makes front page headlines despite conveying little information. By contrast…
By
CEEMarketWatch
March 26, 2020
In: Hive Exclusives |
Fiscal Policy & Inequality | Monetary Policy & Inflation | Sustainability & Social Issues
March 26, 2020
Central Europe has acted swiftly against the coronavirus spread. Czech Republic, Hungary, Poland, and Romania have all closed their borders to…
By
Dominique Dwor-Frecaut
March 26, 2020
In: Hive Exclusives |
Sustainability & Social Issues
March 26, 2020
President Trump’s announcement that he plans on having the US economy re-open by Easter has proved controversial. Yet whether or not we agree…
By
Dominique Dwor-Frecaut
March 19, 2020
In: Hive Exclusives |
Economics | Growth & Labour Market | Sustainability & Social Issues
March 19, 2020
A sharp, globally synchronized, COVID-19-related slowdown is underway. Because most governments have been slow to respond, their policy options…
By
Caroline Grady
March 19, 2020
In: Hive Exclusives |
Fiscal Policy & Inequality
March 19, 2020
The fiscal response to COVID-19 is increasing by the day. Several countries have now announced multiple packages after it became apparent that the initial…
By
John Butler
March 19, 2020
In: Hive Exclusives |
Commodities & Energy | Economics | Equities
March 19, 2020
The unfolding supply shock from COVID-19 could see a more pronounced period of stagflation than that of the 1970s / early 1980s. Commodities can…
By
Bilal Hafeez
March 19, 2020
In: Hive Exclusives |
Sustainability & Social Issues | UK
March 19, 2020
The UK appears to be on a war footing. The enemy is an invisible one, the COVID-19 coronavirus. ‘We must act like any wartime government’, said…
By
Macro Dilettante
March 19, 2020
In: Hive Exclusives |
Economics | Investment Strategy & Asset Allocation | Sustainability & Social Issues
March 19, 2020
Thinking back through other crises that have occurred since I started my career in 1988, I realised my favourite was my first: 1997/98. It was a world…
By
Bilal Hafeez
March 18, 2020
In: Hive Exclusives |
Economics | Growth & Labour Market | US
March 18, 2020
Recent yield curve steepening has actually reduced the odds of a recession to 12% (Chart 1). This Fed model could well reflect a longer-term view that…
By
Bilal Hafeez
March 16, 2020
In: Hive Exclusives |
Economics | Monetary Policy & Inflation | US
March 16, 2020
We’ve been arguing that COVID should trigger a US recession and now it seems the Fed is worried too. It’s dramatic 100bps cut yesterday brings interest…
By
John Butler
March 12, 2020
In: Hive Exclusives |
Commodities & Energy
March 12, 2020
In my recent series on gold, I provided an investment framework and valuation methodology based on the opportunity cost and demand function for…
By
Dominique Dwor-Frecaut
March 12, 2020
In: Hive Exclusives |
Economics | Sustainability & Social Issues
March 12, 2020
Implementing a worldwide, synchronized, two-week long strict quarantine could end the COVID-19 global pandemic. About 99% of infected individuals…
By
Caroline Grady
March 12, 2020
In: Hive Exclusives |
Geopolitics | US
March 12, 2020
Joe Biden has consolidated his lead in the race to win the Democratic presidential nomination. Tuesday’s wins in Michigan, Mississippi, Missouri and Idaho…
By
Bilal Hafeez
March 12, 2020
In: Hive Exclusives |
Sustainability & Social Issues
March 12, 2020
“Public opinion is sacred: no panic, above all no panic”. “There have been as many plagues in the world as there have been wars, yet plagues and wars…
By
Caroline Grady
March 11, 2020
In: Hive Exclusives |
Monetary Policy & Inflation
March 11, 2020
On Thursday Christine Lagarde will face her toughest test yet as ECB President. The emergency rate cuts from both the Fed and Bank of England…
By
Tatiana Orlova
March 09, 2020
In: Hive Exclusives |
Commodities & Energy | FX | Investment Strategy & Asset Allocation
March 09, 2020
The oil market is in freefall. Oil prices suffered some of their biggest falls on record on Monday after Saudi Arabia triggered a price war with Russia…
By
John Butler
March 05, 2020
In: Hive Exclusives |
Commodities & Energy | Investment Strategy & Asset Allocation
March 05, 2020
Global commodities prices have recently declined sharply, along with a general ‘risk-off’ trade in financial markets. But commodities were already in…
By
George Goncalves
March 05, 2020
In: Hive Exclusives |
Credit | FX | Monetary Policy & Inflation | US
March 05, 2020
In money markets, months, quarters, and even years can pass with little fanfare. And then all of sudden, a new regime sprouts up and events shift rapidly…
