(1) US-China Trade Relations: Which Equity Markets Are Most Affected? (6 min read)
A new BIS working paper uses deep learning algorithms to analyse texts from Chinese media outlets. The authors measure how worsening trade sentiment affects global stock markets, and which sectors are particularly vulnerable to US-China tensions.
(Sam van de Schootbrugge │ 27th January, 2021)
Unconventional Monetary Policies in Emerging Markets and Frontier Countries (IMF, 39 page read)
Text-based recession probabilities (ECB, 24 page read)
COVID-19 and Global Income Inequality (NBER, 14 page read)
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