By Bilal Hafeez 24-11-2020
In: post | Newsletter

COVID Kills Inflation / Bilal On Macro Musings

(2 min read)
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(1) How COVID-19 Kills Inflation (3 min read) Inflation fears are mounting on the back of vaccine news and the projected global recovery. I argue that COVID-induced structural change in the service sector will ensure disinflation dominates for some time ahead.

(Bilal Hafeez│ 24th November, 2020)



(2) Podcast Review: Macro Hive Conversations With Dirk Willer (2 min read) We provide a wrap up of our recent podcast with Citi’s head of EM strategy, Dirk Willer. He sets out a bullish case for EM, albeit is cautious on Brazil and Russia, and provides a framework for trading EM. 

(Angela Xu│ 24th November, 2020)



(3) Macro Musings Podcast: Bilal Hafeez on Inflation, Innovation, and Economic Recovery after COVID-19 
I was invited onto David Beckworth’s Macro Musings podcast to discuss inflation and the global outlook. We talked about the dominance of services in inflation, prospects for a K-shaped US recovery, the USD outlook and Europe after COVID.



Here Are The Blockchain Networks Most Popular With Capital Markets Players (CB Insights, 3 min read)

The Youths Are Coming For The Housing Market (A Wealth of Common Sense, 3 min read)

“High” Yield yields hit a low (M&G Investments, 6 min read)

Monetizing Privacy with Central Bank Digital Currencies (Liberty Street Economics, 6 min read)








(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)



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