By
Bilal Hafeez
07/08/2019 | In: Podcast Playlists |
Economics, Rates, US
(You can listen to the podcast by clicking here) On Wednesday the Fed cut interest rates 25bps for the first time in…
READ MORE
By
Bilal Hafeez
07/08/2019 | In: Podcast Playlists |
Economics, Geopolitics
(You can listen to the podcast by clicking here) In 2021 the Chinese Communist Party will celebrate its 100th anniversary, enjoying the…
READ MORE
By
Bilal Hafeez
07/08/2019 | In: Podcast Playlists |
Equities, Investment Strategy & Asset Allocation, Rates
(You can listen to the podcast by clicking here) A simple 60/40 portfolio holding consisting of S&P500 equity and US government bonds…
READ MORE
By
Bilal Hafeez
07/08/2019 | In: Podcast Playlists |
Economics, Growth & Labour Market, Rates, US
(You can listen to the podcast by clicking here) Juliette Declercq, the founder of JDI Research, considers Powell’s 25bps cut last week…
READ MORE
By
Bilal Hafeez
30/07/2019 | In: Podcast Playlists |
Business & Technology
(You can listen to the podcast by clicking here) Mass production of meat is devastating the environment. It uses vast amounts of…
READ MORE
By
Bilal Hafeez
30/07/2019 | In: Podcast Playlists |
Growth & Labour Market
(You can listen to the podcast by clicking here) Palais Royale. It was meant to be a luxury residential tower at the…
READ MORE
By
Bilal Hafeez
30/07/2019 | In: Podcast Playlists |
Fiscal Policy & Inequality, Growth & Labour Market, US
(You can listen to the podcast by clicking here) Last week, we discussed the severely widening gap in US inequality . The data…
READ MORE
By
Bilal Hafeez
29/07/2019 | In: Podcast Playlists |
Geopolitics, US
(You can listen to the podcast by clicking here) It’s evident that under Trump, US policy towards China has devolved into a…
READ MORE
By
Bilal Hafeez
29/07/2019 | In: Podcast Playlists |
Business & Technology
(You can listen to the podcast by clicking here) If you are anything like the average American, your car sits idle most…
READ MORE
By
Bilal Hafeez
23/07/2019 | In: Podcast Playlists |
Investment Strategy & Asset Allocation
(You can listen to the podcast by clicking here) A famous study by Hedge Fund Research Inc that covered hedge fund performance…
READ MORE
By
Bilal Hafeez
23/07/2019 | In: Podcast Playlists |
Business & Technology, Investment Strategy & Asset Allocation
(You can listen to the podcast by clicking here) Andre Bourbonnais is the global head of Blackrock’s new long-term capital fund. In…
READ MORE
By
Bilal Hafeez
23/07/2019 | In: Podcast Playlists |
Business & Technology, Geopolitics, Growth & Labour Market, US
(You can listen to the podcast by clicking here) Against recent attacks from the political left and right, widely followed US economist…
READ MORE
By
Bilal Hafeez
23/07/2019 | In: Podcast Playlists |
Europe
(You can listen to the podcast by clicking here) Ursula von der Leyen will replace Jean-Claude Juncker as European Commission (EC) President…
READ MORE
By
Bilal Hafeez
23/07/2019 | In: Podcast Playlists |
Geopolitics, UK
(You can listen to the podcast by clicking here) An American, left wing take on Boris Johnson, the soon-to-be UK Prime Minister.…
READ MORE
By
Bilal Hafeez
16/07/2019 | In: Podcast Playlists |
Equities, Rates, US
(You can listen to the podcast by clicking here) TINA, or ‘There Is No Alternative’, to lower rates is the theme of…
READ MORE
By
Bilal Hafeez
16/07/2019 | In: Podcast Playlists |
Geopolitics, US
(You can listen to the podcast by clicking here) US Attorney General William Barr has the final say in whether or not…
READ MORE
By
Bilal Hafeez
16/07/2019 | In: Podcast Playlists |
FX, US
(You can listen to the podcast by clicking here) A weak dollar policy has entered US political discourse. First it was President Trump,…
READ MORE
By
Bilal Hafeez
16/07/2019 | In: Podcast Playlists |
Credit, Growth & Labour Market, Monetary Policy & Inflation, US
(You can listen to the podcast by clicking here) It’s now certain that a Fed cut is coming soon, but what’s driving…
READ MORE
