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(1) Which US Sectors Are Most Excited About A Vaccine? (4 min read) In this week’s Deep Dive, Sam van de Schootbrugge explores the likely economic and labour market consequences of a vaccine. He also identifies which stocks have responded most to the news.
( Sam van de Schootbrugge │ 11th November, 2020)
Intangible Value (NBER, 17 page read)
An Apocalypse Foretold: Climate Shocks and Sovereign Defaults (IMF, 14 page read)
An Early Stablecoin? The Bank of Amsterdam and the Governance of Money (BIS, 36 page read)
How might the autumn lockdown affect different sectors of the economy? (Economics Observatory, 4 min read)
Crouching Beliefs, Hidden Biases: The Rise and Fall of Growth Narratives (IMF, 25 page 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.)