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(1) Inflation! What Inflation? (1 min read) The reflation theme has come to the fore yet again. But with sizeable fiscal stimulus in China and elsewhere yet to ignite any price pressure, I argue that a low inflation world is here to stay.
(Bilal Hafeez│ 11th January, 2021)
The Brexit Boon to Europe and the US (Project Syndicate, 3 min read)
A Narrowly Democratic Congress Could Boost Spending and Growth (PIMCO, 5 min read)
Impeaching Trump a Second Time is Complex and Politically Risky … (The Conversation, 4 min read)
State-owned Chinese bank rolls out ATMs for digital yuan (CoinTelegraph, 1 min read)
It is time to auction slots at congested airports (VoxEU, 5 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.)