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(1) A Good NFP for the Fed (3 min read)
Dominique Dwor-Frecaut gave her take on Friday’s very disappointing NFP data. She argues that any announcement on taper is now likely to be delayed to December leaving the data positive for equities and bonds.
(Dominique Dwor-Frecaut│10th May, 2021)
(2) Podcast Transcript: Jeff Snider on Deflation, Central Bank Failure, and Understanding Money (37 min read)
We published the transcript of our recent podcast with Jeff Snider, Head of Global Investment Research for Alhambra Investment Partners. You can listen to the podcast here.
(Bilal Hafeez│10th May, 2021)
Economies in the Financial Spotlight in 2021 (IMF, 3 min read)
US inflation: Set for take-off? (VoxEU, 5 min read)
Money Alone Won’t Ensure Global Vaccine Equity (Project Syndicate, 3 min read)
China Property Sector Remains Robust Despite Policy Headwind (PIMCO, 2 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.)