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(1) The Fed is Failing (1 min read)
Recent UST volatility and equity declines have consumed investor attention. I write on how the Fed’s more pressing problem is generating inflation and improving income inequality before markets do it for them.
(Bilal Hafeez│ 1 March, 2021)
An Open Letter to Joe Biden on International Corporate Taxation (Project Syndicate, 4 min read)
Private sector’s retreat jeopardises rebound (OMFIF, 4 min read)
The comeback of ‘r > g’ (VoxEU, 5 min read)
Bitcoin sell-off over? (CoinTelegraph, 3 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.)