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(1) Equity and Risk Markets: The Song Remains the Same(3 min read)
Jay Pelosky gives a very bullish take on risk based on his view that higher inflation is likely to be transitory and recoveries secure. Moreover, with recent corrections across various assets, he thinks markets have already pricked any bubbles.
(Jay Pelosky│12th April, 2021)
A Vaccine Summit: Taking the Pandemic Seriously (CEPR, 3 min read)
China gets serious about tightening (OMFIF, 3 min read)
Biden Must Fix the Future, Not the Past (Project Syndicate, 4 min read)
The Mundell difference (VoxEU, 9 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.)