This article is only available to Macro Hive subscribers. Sign-up to receive world-class macro analysis with a daily curated newsletter, podcast, original content from award-winning researchers, cross market strategy, equity insights, trade ideas, crypto flow frameworks, academic paper summaries, explanation and analysis of market-moving events, community investor chat room, and more.
(1) If the Fed Hikes, How Should EMs Respond? (3 min read)
Fed Chair Jerome Powell has taken a hawkish stance towards high inflation. We review this new Fed paper examining what higher US rates mean for EMs, depending on whether it is a demand- or inflation- driven rate hike.
(Sam van de Schootbrugge│28th July, 2021)
Dash for dollars (BoE, 32 page read)
COVID-19, Productivity and Reallocation: Timely evidence from three OECD countries (OECD, 30 page read)
How Green are Green Debt Issuers? (IMF, 22 page read)
Treasury Richness (NBER, 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.)
Enter your email to read this Macro Hive Exclusive
OR
Already have a Macro Hive Prime account? Log in