By
Bilal Hafeez
Stefan Posea
June 04, 2020
In: hive-indicators |
COVID
June 04, 2020
In the DM world, apart from Sweden which recorded a 6% increase, no country saw big case increases. Sweden’s increase is likely the result of…
By
Bilal Hafeez
June 04, 2020
In: post |
Newsletter
June 04, 2020
The ECB delivered a bigger-than-expected increase in its QE programme (PEPP). The dollar has weakened further and John Butler writes on how this could…
By
George Goncalves
June 04, 2020
In: Hive Exclusives |
Bonds
COVID
Monetary Policy & Inflation
US
June 04, 2020
With the dust now settled post weeks of massive Fed liquidity injections, I explore the concepts of the Fed’s directive to maintain “market function”…
By
Dominique Dwor-Frecaut
June 04, 2020
In: Hive Exclusives |
Asia
China
FX
US
June 04, 2020
The HKD peg to the USD is central to Hong Kong’s role as a global financial centre. This role has served the mainland well after the 1997 handover but…
By
Bilal Hafeez
June 04, 2020
In: hive-indicators |
US
June 04, 2020
President Trump’s heavy-handed approach to the unrest that has erupted across the US in the past week is now a key election topic…
By
Bilal Hafeez
June 04, 2020
In: Hive Exclusives |
Equities
Politics & Geopolitics
June 04, 2020
Unrest. Looting. Rebellion. Riots. All these terms and many more dominate news headlines as protests erupt across the US…
By
Caroline Grady
June 04, 2020
In: Hive Exclusives |
Europe
Monetary Policy & Inflation
June 04, 2020
Today’s increase in the size of the ECB’s pandemic emergency purchase programme (PEPP) adds another layer to Europe’s response…
By
John Butler
June 04, 2020
In: Hive Exclusives |
FX
Monetary Policy & Inflation
US
June 04, 2020
The past week has seen a sharp decline in the US dollar, both versus major currencies and in broad, trade-weighted terms. While this could be a mere…
By
John Tierney
June 04, 2020
In: Hive Exclusives |
COVID
Economic Growth
Labour Market & Inequality
US
June 04, 2020
The recoveries that followed the recessions of 1992, 2001 and 2008-09 have often been called ‘jobless recoveries’. This was a term coined during…
By
Bilal Hafeez
June 03, 2020
In: post |
Newsletter
June 03, 2020
As negative rates look to be an increasingly lengthy feature of central bank toolkits, and one that is now debated in the US and UK, we review recent…
By
Stefan Posea
June 03, 2020
In: Deep Dives |
Europe
Monetary Policy & Inflation
June 03, 2020
As central banks go deeper into unconventional policies, there is increasing speculation that more of them will engage in negative interest rates…
By
Caroline Grady
June 03, 2020
In: Hive Exclusives |
COVID
Europe
Monetary Policy & Inflation
June 03, 2020
Thursday’s ECB governing council meeting comes amid a shifting European landscape. Since the last policy meeting in April, the ECB now faces the…
By
Bilal Hafeez
June 02, 2020
In: post |
Newsletter
June 02, 2020
There’s been a recent flurry of articles highlighting the downsides of recent extreme monetary policy, especially through increasing financial instability…
By
Bilal Hafeez
Caroline Grady
June 02, 2020
In: Hive Exclusives |
Asia
EM
FX
June 02, 2020
The risk rally in markets continues. Some of this is due to optimism around the reopening of economies around the world, especially the US. This should…
By
Bilal Hafeez
Stefan Posea
June 01, 2020
In: hive-indicators |
COVID
June 01, 2020
In the DM world, neither cases nor deaths saw significant increases. Only Canada reported a 3% increase in deaths but that was the result of…
By
Dominique Dwor-Frecaut
June 01, 2020
In: Hive Exclusives |
Asia
China
Politics & Geopolitics
US
June 01, 2020
Bottom line: markets rallied on Friday’s Trump press conference on China as it turned out more a list of threats than actual actions and Trump did not…
By
Bilal Hafeez
May 30, 2020
In: post |
Hive Life
Newsletter
May 30, 2020
A diverse, and almost lockdown-free offering of Lifestyle blogs this week. From autofocusing glasses of the future to the five best Nintendo Switch games…
By
Bilal Hafeez
May 29, 2020
In: hive-podcasts |
Equities,COVID,Economic Growth
May 29, 2020
In this episode, I talk with Emiel Van Den Heiligenberg. He is the Head of Asset Allocation at one the world’s largest asset managers, Legal and General…
By
Bilal Hafeez
May 28, 2020
In: post |
Newsletter
May 28, 2020
Today we saw big drop in US continuing claims which lends some support to the recovery narrative. V-shaped advocate and regular contributor…
By
Bilal Hafeez
May 28, 2020
In: hive-indicators |
US
May 28, 2020
President Trump’s approval rating is now back within range after an earlier bounce on the back of easing in lockdown restrictions…
By
John Nugée
May 28, 2020
In: Hive Exclusives |
Fiscal Policy & Inequality
Labour Market & Inequality
UK
May 28, 2020
As governments around the world take on huge quantities of debt in an effort to support their economies, two questions repeatedly arise: won’t all…
By
Caroline Grady
May 28, 2020
In: Hive Exclusives |
COVID
EM
Monetary Policy & Inflation
May 28, 2020
We were delighted to have Alfonso Prat-Gay, Argentina’s former central bank governor (2002-2004) and finance minister (2015-2016) as our podcast…
By
Peter Attard Montalto
May 28, 2020
In: Hive Exclusives |
Bonds
COVID
ESG & Climate Change
May 28, 2020
How should an investor price a government bond? Is the risk of repayment all that matters, or is it important to consider what the proceeds will be…
By
Dominique Dwor-Frecaut
May 28, 2020
In: Hive Exclusives |
Economic Growth
Labour Market & Inequality
Monetary Policy & Inflation
US
May 28, 2020
The US administration’s initial policy response to COVID-19 has provided the majority of workers with replacement income larger than their previous…
By
Bilal Hafeez
Stefan Posea
May 28, 2020
In: hive-indicators |
COVID
May 28, 2020
In the DM world, we have Sweden with a 2% increase in cases while other countries saw minimal increases. On deaths, New Zealand saw a 5%…
By
Bilal Hafeez
May 27, 2020
In: post |
Newsletter
May 27, 2020
The US fiscal response to COVID has been one of the largest globally and is a key reason why some are calling for a fairly sharp recovery. But…
By
Mehdi Farooq
May 27, 2020
In: Deep Dives |
COVID
EM
Latam
Politics & Geopolitics
May 27, 2020
When President Trump suggests that injecting disinfectant could cure COVID-19 both health experts and the disinfectant manufacturers quickly came…
By
Dominique Dwor-Frecaut
May 27, 2020
In: Deep Dives |
COVID
Economic Growth
US
May 27, 2020
Most of the discussion on the economic impact of COVID-19 has focused on demand destruction. Yet two recent academic papers…
