ECB Preview: Taking Stock of PEPP / Bobby Vedral Transcript

(1) ECB Preview: Biding Time Until June (2 min read)
Thursday’s ECB meeting is unlikely to see any policy changes, writes Caroline Grady. The Governing Council will likely reaffirm increased PEPP purchases and reiterate the program’s flexibility.

(Caroline Grady│20th April, 2021)  

(2) Podcast Transcript: Bobby Vedral on Taxing Big Tech, Europe’s Edge, and Biden’s China Policy (18 min read)
We published the transcript of our recent podcast with Bobby Vedral, partner and portfolio manager at Toscafund Asset Management. You can listen to the podcast here.

(Bilal Hafeez│20th April, 2021) 

Accounting for the Great Divergence: Recent findings from historical national accounting (VoxEU, 6 min read)

Bank of Canada: Walking a Tightrope (PIMCO, 5 min read)

Currency manipulation rebounded in 2020 as pandemic concerns rose (PIIE, 4 min read)

What matters to firms? New insights from survey text comments (Bank Underground, 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.)