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(1) China Unlikely to Export Inflation (3 min read)
Chinese exporters are unable to pass on cost pressures due to earlier currency appreciation and the move towards more high value-added products, writes Domonique Dwor-Frecaut. But even if export prices do start to rise she sees little impact on US CPI.
(Dominique Dwor-Frecaut│15th April, 2021)
(2) Infrastructure Is a Patient Trade(3 min read)
John Tierney returns to the outlook for infrastructure ETFs following the recent selloff and Biden’s infrastructure proposal. He sees clean energy and EV tech as buy-and-hold investments.
(John Tierney│15th April, 2021)
(3) Podcast Transcript: David Riley On US Debt Sustainability, the Reflation Trade and Corporate Defaults (27 min read)
We published the transcript of our recent podcast with David Riley, Partner and Chief Investment Strategist of BlueBay Asset management. You can listen to the podcast here.
(Bilal Hafeez│15th April, 2021)
What Is behind the Global Jump in Personal Saving during the Pandemic? (Liberty Street Economics, 7 min read)
Is Stagflation Coming? (Project Syndicate, 4 min read)
Net-zero central banking gathers momentum (OMFIF, 4 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.)