By
Alamin Hussain
June 30, 2020
In: Bilal's Top Picks |
ESG & Climate Change
June 30, 2020
The Effect of Firm-level ESG Practices on Macroeconomic Performance (Oxford Sustainable Programme, 19-page read) Firm-level ESG practices are positively associated with GDP…
By
Alamin Hussain
June 30, 2020
In: Bilal's Top Picks |
China
June 30, 2020
What has the crisis meant for debt levels in China? (LGIM, 4 min read) Legal & General’s China credit scorecard that tracks…
By
Alamin Hussain
June 30, 2020
In: Bilal's Top Picks |
Data, Models & Market Infrastructure
June 30, 2020
How alternative data can lend clarity amid uncertainty (BlackRock, 5 min read) Foot traffic indicated a Chinese rebound in May. Similarly, natural…
By
Alamin Hussain
June 30, 2020
In: Bilal's Top Picks |
Politics
June 30, 2020
America Didn't Give Up on Covid-19. Republicans Did. (NYT, 6 min read) Rising COVID cases in Republican-controlled states, such as Arizona, Florida…
By
Alamin Hussain
June 30, 2020
In: Bilal's Top Picks |
Growth & Labour Market
June 30, 2020
Outlook for Latin America and the Caribbean: An Intensifying Pandemic (IMF Blog, 6 min read) The region has become the new global…
By
Alamin Hussain
June 30, 2020
In: Bilal's Top Picks |
Fiscal Policy & Inequality
June 30, 2020
The Main Street Manifesto (Project Syndicate, 6 min read) Current protests in the US are not only a response to systemic racism…
By
Alamin Hussain
June 30, 2020
In: Bilal's Top Picks |
Monetary Policy & Inflation
June 30, 2020
Necessary, suitable and proportionate (ECB blog, 5 min read) ECB Executive Board member Isabel Schnabel argues that without measures such as PEPP…
By
Alamin Hussain
June 30, 2020
In: Bilal's Top Picks |
Markets and Investing
June 30, 2020
What is the outlook for the US dollar? (JP Morgan AM, 5 min read) A federal funds rate remaining at zero for…
By
Alamin Hussain
June 23, 2020
In: Bilal's Top Picks |
ESG & Climate Change
June 23, 2020
The Race to Zero (BlackRock, 6 min read) A hypothetical portfolio tracks the Bloomberg Barclays Global Green Bond Index with $1mn invested.…
By
Alamin Hussain
June 23, 2020
In: Bilal's Top Picks |
China
June 23, 2020
COVID-19: Putting the Chinese Policy Reaction into Context (VoxEu, 9 min read) According to Aberdeen Standard Investments, China has deployed only 40%…
By
Alamin Hussain
June 23, 2020
In: Bilal's Top Picks |
Data, Models & Market Infrastructure
June 23, 2020
Predictable Financial Crises (NBER, 32 page read) Financial crises can be predicted by analysing boom-bust credit cycles. Utilising historical data on post-war…
By
Alamin Hussain
June 23, 2020
In: Bilal's Top Picks |
Politics
June 23, 2020
Boris Johnson’s New-Model Colonial Policy (Project Syndicate, 7 min read) The decision to combine the Department for International Development (DfID) with the…
By
Alamin Hussain
June 23, 2020
In: Bilal's Top Picks |
Growth & Labour Market
June 23, 2020
The Great Lockdown through a Global Lens (IMF Blog, 5 min read) Gita Gopinath highlights COVID’s protracted impact on the service sector…
By
Alamin Hussain
June 23, 2020
In: Bilal's Top Picks |
Fiscal Policy & Inequality
June 23, 2020
US Fiscal Wrangling in Full Force (OMFIF, 3 min read) The US economic recovery and monetary policy are dependant on the degree…
By
Alamin Hussain
June 23, 2020
In: Bilal's Top Picks |
Monetary Policy & Inflation
June 23, 2020
The Market Stabilisation Role of the Pandemic Emergency Purchase Programme (ECB Blog, 12 min read) ECB chief economist Philip Lane reviews 3 months…
By
Alamin Hussain
June 23, 2020
In: Bilal's Top Picks |
Markets and Investing
June 23, 2020
Jeremy Siegel on the COVID Stock Market (The Big Picture, 3 min read) The S&P overreacted to the COVID crisis according to…
By
Alamin Hussain
June 16, 2020
In: Bilal's Top Picks |
ESG & Climate Change
June 16, 2020
Why China is Missing Out on Trillions in Sustainable Investment (Pension&Investments, 6 min read) The Chinese stock market is dominated by retail…
By
Alamin Hussain
June 16, 2020
In: Bilal's Top Picks |
China
June 16, 2020
China’s Travel Recovery Gains Steam: How Families Are Planning Their Summer Vacations (Mckinsey, 8 min read)Hotel occupancy has recovered to 60% and…
By
Alamin Hussain
June 16, 2020
In: Bilal's Top Picks |
Data, Models & Market Infrastructure
June 16, 2020
Jumpstarting an International Currency (BOE, 35-page read) Central bank policies that reduce the cost of credit for working capital in a foreign…
By
Alamin Hussain
June 16, 2020
In: Bilal's Top Picks |
Politics
June 16, 2020
The Killing of George Floyd and the Final Fracturing of the Democratic Party, Labor, and Civil Rights Coalition (CounterPunch, 6 min read)…
By
Alamin Hussain
June 16, 2020
In: Bilal's Top Picks |
Growth & Labour Market
June 16, 2020
Why We Think the Recovery Will Be U-shaped (Schroders, 6 min read) The difficulty in lifting lockdowns (danger of a second wave…
By
Alamin Hussain
June 16, 2020
In: Bilal's Top Picks |
Fiscal Policy & Inequality
June 16, 2020
Modi’s Fiscal Follies (Project Syndicate, 6 min read) ‘If households decide to save more and consume less during an economic slump, then…
By
Alamin Hussain
June 16, 2020
In: Bilal's Top Picks |
Monetary Policy & Inflation
June 16, 2020
Fed Shifting Focus from Crisis Management to Easy Financial Conditions (PIMCO, 6 min read) PIMCO expects the Fed will continue the current…
By
Alamin Hussain
June 16, 2020
In: Bilal's Top Picks |
Markets and Investing
June 16, 2020
US Municipals: A Tale of Two Markets and a Knight in Shining Armour (Invesco, 6 min read) Invesco sees the rising spread…
By
Mehdi Farooq
June 09, 2020
In: Podcast Playlists |
COVID-19 | Sustainability & Social Issues
June 09, 2020
Recent pandemics (i.e. Spanish flu 1919 and Russian influenza of 1889) had deadlier second and third waves. If that is repeated in the current pandemic…
By
Mehdi Farooq
June 09, 2020
In: Podcast Playlists |
Economics | Growth & Labour Market
June 09, 2020
The prolonged recession in Japan (starting from the 1990s) could have been avoided if more emphasis was placed on credit creation (bank lending)…
By
Mehdi Farooq
June 09, 2020
In: Podcast Playlists |
China & Hong Kong
June 09, 2020
Alliances with other countries will primarily determine the outcome of the Sino- American tussle. American thinkers failed to understand the Chinese…
By
Mehdi Farooq
June 09, 2020
In: Podcast Playlists |
Credit | Economics | Emerging Markets
June 09, 2020
Kenneth Rogoff thinks that it was an appropriate move to increase debts levels to sustain the economy during the pandemic. He does not see the…
