By
Sam van de Schootbrugge
October 01, 2020
In: Hive Exclusives |
COVID-19
Data, Models & Market Infrastructure
October 01, 2020
Summary: Deaths reach 1 million, placing COVID-19 among the top 20 deadliest pandemics Average daily deaths are now higher than most leading…
By
Sam van de Schootbrugge
September 30, 2020
In: Deep Dives |
COVID-19
Data, Models & Market Infrastructure
September 30, 2020
The Essence of the Piece The Fed conducted a study on Treasury market liquidity during the height of the COVID-19 crisis. They…
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
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
Bilal Hafeez
Sam van de Schootbrugge
September 07, 2020
In: hive-indicators |
COVID-19
Data, Models & Market Infrastructure
September 07, 2020
Over the last week (31 August – 6 September), the world registered 1.8mn new COVID-19 cases (Chart 1), a weekly rise of…
By
Bilal Hafeez
September 04, 2020
In: hive-podcasts |
COVID-19
Data, Models & Market Infrastructure
Economics
September 04, 2020
[applepod pod=id1502904619?i=1000490116113] In this episode, I talk with Professor Laura Veldkamp. Laura presented one of the key papers at the Federal Reserve’s…
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…
By
Bilal Hafeez
Sam van de Schootbrugge
September 02, 2020
In: hive-indicators |
COVID-19
Data, Models & Market Infrastructure
September 02, 2020
Over the last week, the world registered 1.8mn new COVID-19 cases (Chart 1), a weekly rise of 7%. Overall, 25.4mn cases have…
By
Bilal Hafeez
Sam van de Schootbrugge
August 24, 2020
In: hive-indicators |
COVID-19
Data, Models & Market Infrastructure
August 24, 2020
Last week, the world registered 1.7mn new COVID-19 cases, a weekly rise of 8%. Overall, 23.4mn cases have now been recorded, with…
By
Bilal Hafeez
August 21, 2020
In: hive-podcasts |
COVID-19
Credit
Monetary Policy & Inflation
August 21, 2020
[applepod pod=id1502904619?i=1000488796419] In this episode, I talk with Shahraab Ahmad. Shahraab was previously the Chief Investment Officer of the credit fund Decca…
By
Phil Suttle
August 20, 2020
In: Hive Exclusives |
COVID-19
Economics
Emerging Markets
Monetary Policy & Inflation
August 20, 2020
• Global inflation fell sharply in the early months of the Covid-19 crisis, mainly because of oil • Core inflation fell most…
By
Bilal Hafeez
Sam van de Schootbrugge
August 17, 2020
In: hive-indicators |
COVID-19
August 17, 2020
Last week, the world registered 1.5mn new COVID-19 cases, a weekly rise of 7%. Total registered cases now stands at 21.6mn, with…
By
Bilal Hafeez
August 13, 2020
In: Hive Exclusives |
COVID-19
Equities
August 13, 2020
Numerous countries are experiencing second waves of COVID-19 infections – not that you would know from their equity market performance. Take the…
By
Bilal Hafeez
Sam van de Schootbrugge
August 12, 2020
In: hive-indicators |
COVID-19
August 12, 2020
On Tuesday, the number of recorded global coronavirus cases reached 20mn. This figure is increasing by 1% a day and half of…
By
Bilal Hafeez
August 11, 2020
In: Hive Exclusives |
COVID-19
Emerging Markets
FX
Monetary Policy & Inflation
August 11, 2020
We were delighted to have serving Governor of the State Bank of Pakistan (2019-current) and 18-year veteran of the IMF Dr Reza…
By
Bilal Hafeez
Sam van de Schootbrugge
August 10, 2020
In: hive-indicators |
COVID-19
August 10, 2020
Last week, the world registered 1.5mn new COVID-19 cases, a weekly rise of 8%. Total registered cases now stands at 19.9mn, with…
By
Bilal Hafeez
Sam van de Schootbrugge
August 05, 2020
In: hive-indicators |
COVID-19
August 05, 2020
Global Coronavirus cases reach 18.5mn, with total deaths now standing at 700,500. These figures have increased 2.5% and 1.6% since Monday’s report,…
By
Sam van de Schootbrugge
August 05, 2020
In: Deep Dives |
COVID-19
Sustainability & Social Issues
August 05, 2020
The Study in a Nutshell The World Health Organization declared COVID-19 a global pandemic on 11 March 2020. Almost no country has…
By
Bilal Hafeez
John Llewellyn
August 04, 2020
In: hive-podcasts |
China & Hong Kong
COVID-19
ESG & Climate Change
Growth & Labour Market
Monetary Policy & Inflation
August 04, 2020
[applepod pod=id1502904619?i=1000487078255] In this episode, I talk with John Llewellyn. John is the co-founder of Llewellyn Consulting – a leading independent economic…
By
Karl Massey
August 03, 2020
In: Hive Exclusives |
COVID-19
August 03, 2020
Trawling Netflix for interesting viewing, as you do these days to relieve ennui, I came across the 2018 docufilm on Eric Clapton,…
By
Bilal Hafeez
Sam van de Schootbrugge
August 03, 2020
In: hive-indicators |
COVID-19
August 03, 2020
Global coronavirus cases surpass 18 million, with total deaths approaching 700,000. The US accounts for over a quarter of global cases, whilst…
By
Bilal Hafeez
July 31, 2020
In: hive-podcasts |
COVID-19
Emerging Markets
Investment Strategy
July 31, 2020
[applepod pod=id1502904619?i=1000486726704] In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading…
By
Dominique Dwor-Frecaut
July 30, 2020
In: Hive Exclusives |
COVID-19
Growth & Labour Market
US
July 30, 2020
The recovery is likely to move sideways for a month or so before restarting due to the implementation of the new COVID-19 budget package and a…
By
Bilal Hafeez
Sam van de Schootbrugge
July 30, 2020
In: hive-indicators |
COVID-19
July 30, 2020
Colombia experienced the largest daily increase in COVID-19 cases. This rise has been part of an upward trend (charts below), with the…
By
Bilal Hafeez
Sam van de Schootbrugge
July 29, 2020
In: hive-indicators |
COVID-19
July 29, 2020
The U.S. registered 61,700 new cases yesterday, a daily rise of 10%. The total count now stands at 4.35m, a rise of…
By
Sam van de Schootbrugge
July 29, 2020
In: Deep Dives |
COVID-19
Data, Models & Market Infrastructure
July 29, 2020
Changing Behaviour is More Important Than Easing Lockdown Measures The COVID-19 pandemic has dealt both health and economic blows. As new data…
By
Bilal Hafeez
Sam van de Schootbrugge
July 28, 2020
In: hive-indicators |
COVID-19
July 28, 2020
Belgium is experiencing an upturn in cases. The country’s weekly change in 3d moving average is 212%, the highest among countries with…
