(1) An Autumn Bond Selloff? (3 min read)
The US real yield/GDP spread could tighten in the autumn with more active fiscal policy, writes Dominique Dwor-Frecaut. This points to higher real and nominal yields.
(Dominique Dwor-Frecaut│6th May, 2021)
(2) Podcast Transcript: Boris Vladimirov on Inflation Permanence, European Banks and BRICS Outlook (37 min read)
We published the transcript of our recent podcast with Boris Vladimirov, MD at Goldman and before that partner and PM at Rokos, Fortress and Brevan Howard. You can listen to the podcast here.
(Bilal Hafeez│6th May, 2021)
Many Small Businesses in the Services Sector Are Unlikely to Reopen (Liberty Street Economics, 5 min read)
US Dollar Share of Global Foreign Exchange Reserves Drops to 25-Year Low (IMF Blog, 2 min read)
The Green Art of the Possible (Project Syndicate, 4 min read)
ECB’s Lane downplays prospect of durable inflation (OMFIF, 3 min read)
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