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CHARTS OF THE WEEK

CHARTS OF THE WEEK

BILAL'S TOP PICKS

 
 
 
 
 
Equity Volatility Term Premia (Liberty Street Economics, 12 min read) 
 
The Law of One Price in Equity Volatility Markets (Liberty Street Economics, 9 min read)
 
 
 
Notes on technology in the 2020s (Eli Dourado, 8 min read)
 
 
Review of 2020: Chaos on a Roll (Risk.net, 6 min read)
 
 
Bull or Bear in 2021? (Project Syndicate, 4 min read)
 
 
 
It’s the most wonder-bull time of the year (Variant Perception, 2 min read)
 
Jeremy Siegel: 2021 will be a Bull Market for Stocks (Advisor Perspectives, 10 min read)
 

The Real Effects of Zombie Lending in Europe (Bank Underground, 6 min read)

Hawks, doves and green swans (OMFIF, 4 min read)

New forms of digital money (Bank of England, 30 min read)

What to Look for in the May Consumer Price Index (CEPR, 1 min read)

Revisiting the New Keynesian policy paradoxes under QE (Bank Underground, 4 min read)

Food (in)security: A potentially underrated collateral damage of the pandemic (VoxEU, 5 min read)

Moralising foreign policy is doomed to failure (OMFIF, 3 min read)

High-Frequency Estimates of the Natural Real Rate and Inflation Expectations (FED, 25 page read)

How Japan can escape financial socialism (OMFIF, 4 min read)

Inflation primed to return (OMFIF, 4 min read)

The Persistent Compression of the Breakeven Inflation Curve (Liberty Street Economics, 4 min read)

Central banks’ uneasy embrace of digital currencies (PIIE, 5 min read)

The market-implied effects of the Biden stimulus and the Fed’s new policy framework (VoxEU, 6 min read)

Focusing on Inflation May Miss the Bigger Risk (PIMCO, 7 min read)

Who Needs a Digital Dollar? (6 min read)

Fewer currencies, please (OMFIF, 3 min read)

Will Capital Flows through Global Banks Support Economic Recovery? (Liberty Street Economics, 6 min read)

Staying Afloat: New Measures to Support European Businesses (IMF Blog, 4 min read)

Central Banks’ Green Goals Are Raising Red Flags (Project Syndicate, 3 min read)

Pulling Up the Inflation Anchor (Project Syndicate, 3 min read)

The Draghi Power Triangle (Project Syndicate, 4 min read)

Structural Factors and Central Bank Credibility Limit Inflation Risks (IMF Blog, 5 min read)

Do banks need belts and braces? (Bank Underground, 7 min read)

Powell keeps eye on maximum employment (OMFIF, 2 min read)

Biden’s Sensible Stimulus (Project Syndicate, 4 min read)
 
 
 
Why Europe’s Digital Decade Matters (Project Syndicate, 4 min read)
 
 
 
The comeback of ‘r > g’ (VoxEU, 5 min read)
 
 
 
 
Corporate Governance after GameStop (Project Syndicate, 4 min read)
 
 
England’s Lockdown Lessons (Project Syndicate, 6 min read)
 
 
US Institutions After Trump (Project Syndicate, 8 min read)
 
Sovereign Debt Standstills (NBER, 16 page read)
 
 
 
 
 
 
The case for economic optimism (Invesco, 13 min read)
 
 
Women in the labor force (FRED, 3 min read)
 
 
 
 
 
 
 
Poor Countries’ Technology Dilemma (Project Syndicate, 4 min read)
 

Coronavirus: a year like no other (ONS, 5 min read)

COVAX Is Our Best Chance to Beat COVID (Project Syndicate, 3 min read)

Cloudy with a chance of tariffs: the impact of policy uncertainty on the global economy (Bank Underground, 6 min read)

Pandemics swing elections, but not as much as you think (VoxEU, 6 min read)

“Pop-Up” Regulations for Big Tech (Project Syndicate, 6 min read) 

Draghi’s grandest and gravest mission (OMFIF, 3 min read) 

The Coronavirus Vaccine Fail and International Elites (CEPR, 7 min read)

Where Biden Should Be More Like Trump (Project Syndicate, 5 min read)

Why Partisanship Will Increase in the Post-Trump Era (CEPR, 4 min read)

The Siren Song of Austerity (Project Syndicate, 4 min read)

The Democrats’ problem in the Senate, explained (The Bonddad Blog, 3 min read)

Why Biden Can Overcome Political Gridlock (Project Syndicate, 5 min read)

The Democrats’ Four-Year Reprieve (Project Syndicate, 4 min read)

Putin’s Flatlining Economy (Project Syndicate, 4 min read)

Political polarisation and expected economic outcomes (VoxEU, 6 min read)

Trump’s phase one trade deal with China and the US election (Peterson Institute For International Economics, 12 min read)

How Likely Is It that Courts Will Select the US President? The Probability of Narrow, Reversible Election Results in the Electoral College versus a National Popular Vote (NBER, 22 page read)

The Psychology of Trump’s Debate Rudeness (Project Syndicate, 4 min read)

Bidenomics versus Trumponomics (OMFIF, 3 min read)

Scotland after Sterling (Project Syndicate, 4 min read)

Post-COVID Capitalism (Project Syndicate, 4 min read)

HIVE EXCLUSIVES

What Are Box Offices Telling Us About the Re-Opening? (1 min read)

By Bilal Hafeez | Jun 08, 2021
After COVID lockdowns, the true test of…

India’s Economy Gets Back on Track (2 min read)

By Caroline Grady | Jun 07, 2021
An ongoing reduction in India’s new daily…

Read More

DEEP DIVES

The End of Financial Districts? (4 min read)

By Sam van de Schootbrugge | Jun 09, 2021
Until now, digitalisation has coincided with substantial…

Be Careful, Inflation Expectations Are Unanchored! (6 min read)

By Sam van de Schootbrugge | Jun 02, 2021
The Covid-19 crisis triggered a sharp reversal…

How Have Global Capital Flows Changed? (4 min read)

By Sam van de Schootbrugge | May 26, 2021
The Covid-19 crisis triggered a sharp reversal…

Read More

CHARTS OF THE WEEK

BILAL'S TOP PICKS

 
 
 
 
 
Equity Volatility Term Premia (Liberty Street Economics, 12 min read) 
 
The Law of One Price in Equity Volatility Markets (Liberty Street Economics, 9 min read)
 
 
 
Notes on technology in the 2020s (Eli Dourado, 8 min read)
 
 
Review of 2020: Chaos on a Roll (Risk.net, 6 min read)
 
 
Bull or Bear in 2021? (Project Syndicate, 4 min read)
 
 
 
It’s the most wonder-bull time of the year (Variant Perception, 2 min read)
 
Jeremy Siegel: 2021 will be a Bull Market for Stocks (Advisor Perspectives, 10 min read)
 

The Real Effects of Zombie Lending in Europe (Bank Underground, 6 min read)

Hawks, doves and green swans (OMFIF, 4 min read)

New forms of digital money (Bank of England, 30 min read)

What to Look for in the May Consumer Price Index (CEPR, 1 min read)

Revisiting the New Keynesian policy paradoxes under QE (Bank Underground, 4 min read)

Food (in)security: A potentially underrated collateral damage of the pandemic (VoxEU, 5 min read)

Moralising foreign policy is doomed to failure (OMFIF, 3 min read)

High-Frequency Estimates of the Natural Real Rate and Inflation Expectations (FED, 25 page read)

How Japan can escape financial socialism (OMFIF, 4 min read)

Inflation primed to return (OMFIF, 4 min read)

The Persistent Compression of the Breakeven Inflation Curve (Liberty Street Economics, 4 min read)

Central banks’ uneasy embrace of digital currencies (PIIE, 5 min read)

The market-implied effects of the Biden stimulus and the Fed’s new policy framework (VoxEU, 6 min read)

Focusing on Inflation May Miss the Bigger Risk (PIMCO, 7 min read)

Who Needs a Digital Dollar? (6 min read)

Fewer currencies, please (OMFIF, 3 min read)

Will Capital Flows through Global Banks Support Economic Recovery? (Liberty Street Economics, 6 min read)

Staying Afloat: New Measures to Support European Businesses (IMF Blog, 4 min read)

Central Banks’ Green Goals Are Raising Red Flags (Project Syndicate, 3 min read)

Pulling Up the Inflation Anchor (Project Syndicate, 3 min read)

The Draghi Power Triangle (Project Syndicate, 4 min read)

Structural Factors and Central Bank Credibility Limit Inflation Risks (IMF Blog, 5 min read)

Do banks need belts and braces? (Bank Underground, 7 min read)

Powell keeps eye on maximum employment (OMFIF, 2 min read)

Biden’s Sensible Stimulus (Project Syndicate, 4 min read)
 
 
 
Why Europe’s Digital Decade Matters (Project Syndicate, 4 min read)
 
 
 
The comeback of ‘r > g’ (VoxEU, 5 min read)
 
 
 
 
Corporate Governance after GameStop (Project Syndicate, 4 min read)
 
 
England’s Lockdown Lessons (Project Syndicate, 6 min read)
 
 
US Institutions After Trump (Project Syndicate, 8 min read)
 
Sovereign Debt Standstills (NBER, 16 page read)
 
 
 
 
 
 
The case for economic optimism (Invesco, 13 min read)
 
 
Women in the labor force (FRED, 3 min read)
 
 
 
 
 
 
 
Poor Countries’ Technology Dilemma (Project Syndicate, 4 min read)
 

Coronavirus: a year like no other (ONS, 5 min read)

COVAX Is Our Best Chance to Beat COVID (Project Syndicate, 3 min read)

Cloudy with a chance of tariffs: the impact of policy uncertainty on the global economy (Bank Underground, 6 min read)

Pandemics swing elections, but not as much as you think (VoxEU, 6 min read)

“Pop-Up” Regulations for Big Tech (Project Syndicate, 6 min read) 

Draghi’s grandest and gravest mission (OMFIF, 3 min read) 

The Coronavirus Vaccine Fail and International Elites (CEPR, 7 min read)

Where Biden Should Be More Like Trump (Project Syndicate, 5 min read)

Why Partisanship Will Increase in the Post-Trump Era (CEPR, 4 min read)

The Siren Song of Austerity (Project Syndicate, 4 min read)

The Democrats’ problem in the Senate, explained (The Bonddad Blog, 3 min read)

Why Biden Can Overcome Political Gridlock (Project Syndicate, 5 min read)

The Democrats’ Four-Year Reprieve (Project Syndicate, 4 min read)

Putin’s Flatlining Economy (Project Syndicate, 4 min read)

Political polarisation and expected economic outcomes (VoxEU, 6 min read)

Trump’s phase one trade deal with China and the US election (Peterson Institute For International Economics, 12 min read)

How Likely Is It that Courts Will Select the US President? The Probability of Narrow, Reversible Election Results in the Electoral College versus a National Popular Vote (NBER, 22 page read)

The Psychology of Trump’s Debate Rudeness (Project Syndicate, 4 min read)

Bidenomics versus Trumponomics (OMFIF, 3 min read)

Scotland after Sterling (Project Syndicate, 4 min read)

Post-COVID Capitalism (Project Syndicate, 4 min read)

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Bilal Hafeez is the CEO and Editor of Macro Hive. He spent over twenty years doing research at big banks – JPMorgan, Deutsche Bank, and No...

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George Goncalves is a bond market veteran with over 20yrs on the sell-side and buy-side. For nearly a decade George was at Nomura Securities...

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Over a 30-year career as a sell side analyst, John covered the structured finance and credit markets before serving as a corporate market st...

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Dominique Dwor-Frecaut is a macro strategist based in Los Angeles. She has been producing alpha generating trade ideas in FX and rates in E...

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