By
Alamin Hussain
September 28, 2020
In: Bilal's Top Picks |
Monetary Policy & Inflation
September 28, 2020
How should I position my portfolio if inflation comes back? (JP Morgan Asset Management, 2 min read)
By
Alamin Hussain
September 28, 2020
In: Bilal's Top Picks |
Markets and Investing
September 28, 2020
The Vise Tightens on the Dollar (Project Syndicate, 5 min read)
By
Alamin Hussain
September 28, 2020
In: Bilal's Top Picks |
Politics
September 28, 2020
Most Americans Want To Wait Until After The Election To Fill The Supreme Court Vacancy (FiveThirtyEight, 6 min read)
By
Alamin Hussain
September 24, 2020
In: Bilal's Top Picks |
Politics
September 24, 2020
Election 2020: What happens if we don’t know the results for a while?(Invesco, 3 min read)
By
Alamin Hussain
September 24, 2020
In: Bilal's Top Picks |
Fiscal Policy & Inequality
September 24, 2020
Fiscal, Not Monetary, to Determine Europe’s Inflation Path Ahead (Pimco,3 min read)
By
Alamin Hussain
September 24, 2020
In: Bilal's Top Picks |
Markets and Investing
September 24, 2020
U.S. Stock Performance During Past Presidential Elections (Janus Henderson, 4 min read) Should I be worried about the stock market correction? (JP…
By
Alamin Hussain
September 23, 2020
In: Bilal's Top Picks |
Politics
September 23, 2020
“Buy British”: The Viability of a Nationalist Commercial Policy (VoxEU, 3 min read)
By
Alamin Hussain
September 23, 2020
In: Bilal's Top Picks |
China
September 23, 2020
Chinese Open Source Data Collection, Big Data, And Private Enterprise Work For State Intelligence and Security: The Case of Shenzhen Zhenhua (NBER,…
By
Alamin Hussain
September 23, 2020
In: Bilal's Top Picks |
Markets and Investing
September 23, 2020
Man vs. Machine Learning: The Term Structure of Earnings Expectations and Conditional Biases (NBER, 20 page read)
By
Alamin Hussain
September 23, 2020
In: Bilal's Top Picks |
Monetary Policy & Inflation
September 23, 2020
Forecasting the COVID-19 Recession and Recovery: Lessons from the Financial Crisis (ECB, 36 page read)
By
Alamin Hussain
September 23, 2020
In: Bilal's Top Picks |
Data, Models & Market Infrastructure
September 23, 2020
Greater inflation risks ahead (BlackRock, 5 pages read)
By
Alamin Hussain
September 21, 2020
In: Bilal's Top Picks |
Markets and Investing
September 21, 2020
How Traders Used Google Searches To See The Economic Recovery In Real Time (Bloomberg Odd lots, 41 min listen) Bitcoin as an…
By
Alamin Hussain
September 21, 2020
In: Bilal's Top Picks |
Monetary Policy & Inflation
September 21, 2020
Gold Will Outperform Stocks Until Inflation Surges (Seeking Alpha, 4 min read) Why inflation in the US has been so stable since…
By
Alamin Hussain
September 21, 2020
In: Bilal's Top Picks |
Politics
September 21, 2020
What Ruth Bader Ginsburg’s Death Means for America (The Atlantic, 5 min read)
By
Alamin Hussain
September 18, 2020
In: Bilal's Top Picks |
Monetary Policy & Inflation
September 18, 2020
What We Learned-And What We Didn't- From the September 2020 Powell Press Conference (Notes on crises, 6 min read) Why inflation in…
By
Alamin Hussain
September 18, 2020
In: Bilal's Top Picks |
Markets and Investing
September 18, 2020
Michael Green on Detecting The Greatest Value In Markets Today (Superinvestors,60 min listen)
By
Alamin Hussain
September 18, 2020
In: Bilal's Top Picks |
Data, Models & Market Infrastructure
September 18, 2020
How Traders Used Google Searches To See The Economic Recovery In Real Time (Bloomberg Odd lots, 41 min listen) Hedge Fund Family…
By
Alamin Hussain
September 17, 2020
In: Bilal's Top Picks |
Markets and Investing
September 17, 2020
Dollar demise or just a blip? (GAM Investment, 6 mins) Are equities expensive? (JP Morgan Asset Management, 2 min read)
By
Alamin Hussain
September 17, 2020
In: Bilal's Top Picks |
Data, Models & Market Infrastructure
September 17, 2020
Asian Intervention in the Foreign Exchange Market is Back. Bigly (Brad Setser, 5 min read)
By
Alamin Hussain
September 17, 2020
In: Bilal's Top Picks |
China
September 17, 2020
The Big Cycles of China and Its Currency (Ray Dalio, 15 page read)
By
Alamin Hussain
September 16, 2020
In: Bilal's Top Picks |
Fiscal Policy & Inequality
September 16, 2020
Information and Inequality in the Time of a Pandemic (IMF, 31 page read) The poor will bear most of an epidemic’s health costs…
By
Alamin Hussain
September 16, 2020
In: Bilal's Top Picks |
Growth & Labour Market
September 16, 2020
Will the AI Revolution Cause a Great Divergence? (IMF, 31 page read) The AI revolution is set to favour advanced countries and pull…
By
Alamin Hussain
September 16, 2020
In: Bilal's Top Picks |
Monetary Policy & Inflation
September 16, 2020
Exchange Rates and Domestic Credit – Can Macroprudential Policy Reduce the Link? (IMF, 27 page read) Tighter macroprudential policy and targeted capital controls…
By
Alamin Hussain
September 15, 2020
In: Bilal's Top Picks |
Monetary Policy & Inflation
September 15, 2020
Issues arising from the new ‘Powell doctrine’ (Vox EU, 6 min read) Economist Ignazio Angeloni points out that AIT assumes past inflation…
By
Alamin Hussain
September 15, 2020
In: Bilal's Top Picks |
Markets and Investing
September 15, 2020
Follow Buffett into Japan (WisdomTree, 4 min read) Japanese general trading firms offer cheap valuation, attractive dividend yield, and provide an inflation…
By
Alamin Hussain
September 15, 2020
In: Bilal's Top Picks |
China
September 15, 2020
Lop-sided Chinese recovery (Twitter, 3 min read) Michael Pettis remains pessimistic on China despite the recent upbeat data. Faster growth in IP…
By
Alamin Hussain
September 08, 2020
In: Bilal's Top Picks |
ESG & Climate Change
September 08, 2020
Economic Aspects of the Energy Transition (NBER) Paper argues that we are not correctly accounting for the increase in electricity prices. Forced…
By
Alamin Hussain
September 08, 2020
In: Bilal's Top Picks |
China
September 08, 2020
Digital currency and the new cold war (OMFIF, 6 min read)Argues that China’s move into digital currency is a new front in…
