(1) Bitcoin: A Bet on Reflation, Not the Dollar’s Demise (1 min read)
I show that correlations between bitcoin and key macro markets suggest the bitcoin rally is another expression of reflation, or risk-on, trades. It is not therefore a bet against the dollar.
(Bilal Hafeez│ 22nd February, 2021)
The Draghi Power Triangle (Project Syndicate, 4 min read)
Pandemics swing elections, but not as much as you think (VoxEU, 6 min read)
Structural Factors and Central Bank Credibility Limit Inflation Risks (IMF Blog, 5 min read)
UK firm launches service for company treasuries to invest in Bitcoin (CoinTelegraph, 3 min read)
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