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There’s little debating the cause of the US/China trade war. There is a bellicose Donald Trump determined to vanquish trade deficits. And there is growing unease over – if not outright hostility towards – China’s cumulative trade abuses that include
At Macro Hive, we’ve recently tried to show the broader impacts of Brexit on Europe. In this piece, we have asked the team at CEEMarketWatch to extend this work to Central and Eastern Europe. Poland The direct impact should
While the market remains focused on the headline announcements about rate cuts and the restart of QE, the ECB’s decisions on tiering and issue/issuer limits could be more important looking ahead. And here are three reasons why: 1.
Dani Rodrick. Straight Talk on Trade: Ideas for a Sane World Economy (Princeton: Princeton University Press, 2018), 336pp. Reviewed by Bilal Hafeez. The Post-Globalisation Economic Model Harvard economist
The holy grail of financial market investing is to find investment or trading rules that consistently make money over time. And while no one has found a rule that always
Best of the Web
(You can read the article by clicking here) Senior writer Amelia Thomson-Deveaux explores evidence from a recent study by Loungani et al. who looked at 153 recessions in 63 countries between 1992 and 2014 and found that the majority were
(You can read the article by clicking here) The large depreciation of the sterling by 12% following the Brexit referendum of 2016 yet to revert. This article discusses research from Giancarlo Corsetti, a Professor of Macroeconomics at Cambridge, which looks
(You can read the article by clicking here) This in-depth piece by Frances Coppola, financial writer, explores and criticises James Rickards’ book Currency Wars. The book takes a largely American perspective, reviewing fiat currency over the last century. Coppola believes Rickard
(You can listen to the podcast by clicking here) In this episode, energy markets expert Dr. Anas Alhajji interprets recent structural changes in the upper echelon of Saudi Arabia that might impact the global oil market. He stressed that the
(You can listen to the podcast by clicking here) CEO of Gavekal Research, Louis-Vincent Gave sees a massive outperformance of growth stocks, tech stocks, and US stocks, all of which investors should be sensitive to. His clients are confused –
China Digest from the Web
(You can read the article by clicking here) Nicholas Borst, Director of China Research at Seafarer, de-mystifies the actual positions that US investors hold in the Chinese capital markets. ‘Foreign Direct Investments’ (FDIs) into China have nearly doubled since March
(You can read the article by clicking here) The protests and conflicts in Hong Kong have been escalating since they began in June. Being unable to find a mutually satisfying solution could have disastrous consequences for the Beijing government both
(You can read the article by clicking here) Professor Stephen Roach discusses how changes in China’s economic policies shaped his course, ‘The Next China’, at Yale University. To address the ‘Four UNs’ (unstable, unbalanced, uncoordinated, and unsustainable) that may undermine