By
Dominique Dwor-Frecaut
April 17, 2020
In: Hive Exclusives |
COVID-19
Equities
April 17, 2020
This week, I build an index of epidemic intensity that is negatively related to equity market performance, both in EMs and DMs. The index relation with…
By
Bilal Hafeez
April 16, 2020
In: Hive Exclusives |
COVID-19
Data, Models & Market Infrastructure
April 16, 2020
While the number of COVID cases being reported by countries depends as much on the scale of testing than the level of infections, the number of…
By
Bilal Hafeez
April 16, 2020
In: Hive Exclusives |
COVID-19
Economics
Equities
Monetary Policy & Inflation
US
April 16, 2020
US equities capture the mood of investors well. We saw equities collapse 35% over four weeks from late February, then a 25% rally from late March until…
By
Bilal Hafeez
April 16, 2020
In: hive-indicators |
COVID-19
April 16, 2020
While the number of COVID cases being reported by countries depends as much on the scale of testing than the level of…
By
Stefan Posea
April 15, 2020
In: Deep Dives |
COVID-19
Equities
April 15, 2020
COVID-related social distancing measures have impacted most businesses but not equally. A recent CEPR paper attempts to model business sectors…
By
Bilal Hafeez
April 15, 2020
In: hive-indicators |
COVID-19
April 15, 2020
One of the big challenges across the world is the level of testing. Moreover, comparisons are made between countries on…
By
Bilal Hafeez
April 14, 2020
In: hive-indicators |
COVID-19
April 14, 2020
Many countries appear to have passed the peak in the sense that they are seeing less daily cases and deaths than before…
By
Bilal Hafeez
April 13, 2020
In: hive-indicators |
COVID-19
April 13, 2020
After the long weekend, we can look at some of the higher-level trends in COVID-19: In terms of cases per capita: Spain, Switzerland, Italy…
By
Phil Suttle
Bilal Hafeez
April 10, 2020
In: hive-podcasts |
COVID-19
Economics
April 10, 2020
In this episode, I have a conversation with one of my favourite global economists, Phil Suttle. He’s got the credentials having worked…
By
Bilal Hafeez
April 09, 2020
In: Hive Exclusives |
COVID-19
April 09, 2020
Whether it’s confirmed cases, deaths, testing, or ICU beds, we’re inundated with data on COVID-19. In fact, it’s hard to keep track of which countries…
By
Bilal Hafeez
April 09, 2020
In: hive-indicators |
COVID-19
April 09, 2020
Yesterday, we looked at how daily cases have changed over the past week in developed countries. Today, we look at the same for emerging markets…
By
Stefan Posea
April 08, 2020
In: Deep Dives |
COVID-19
Equities
April 08, 2020
One of the most interesting academic papers on pandemics is a new NBER paper on COVID (and SARS) case predictions and stock market returns…
By
Bilal Hafeez
April 08, 2020
In: Deep Dives |
COVID-19
Monetary Policy & Inflation
April 08, 2020
There’s been a number of recent papers on the impact of pandemics on economies. A Fed paper looks directly at pandemics going back…
By
Bilal Hafeez
April 08, 2020
In: hive-indicators |
COVID-19
April 08, 2020
There’s more chatter that we have passed the peak. Wuhan will be lifting restrictions on people movement today, so that will be an important test…
By
Bilal Hafeez
April 07, 2020
In: hive-indicators |
COVID-19
April 07, 2020
One of the issues with a new virus is that diagnosing and reporting on it is harder than for an existing disease. We saw that the 2009…
