Macro Series April 12, 2021 Focus – The effects of climate change on productivity ESG, Economics, Global editorial, climate change Silja Sepping, John Llewellyn ( < 1 mins) Global warming stands to have quantitatively important effects on country productivity While most countries will apparently be affected... Read More...
April 9, 2021 Part 3: The Building Of A Nationwide Renewable Electric Grid Economics, Global Alan Brazil ( < 1 mins) ... Read More...
Macro Series April 9, 2021 Global Letter – Post-COVID-19: country prospects Economics, Global covid-19 Saul Eslake, John Llewellyn ( 5 mins) Large country differences in performance are in prospect: and due largely to policy <!-- wp:separator... Read More...
March 26, 2021 Non-Japan Asia: NEERs and FX intervention Asia, FX, Global USD Olivier Desbarres ( 12 mins) Non-Japan Asian (NJA) central banks’ foreign currency (FX) reserves have gradually increased since end-March 2020, arguably the peak in global... Read More...
April 1, 2021 Crunch time for Singapore Dollar and Renminbi Singapore, China, Emerging Markets, FX, Global SGD, RMB Olivier Desbarres ( 15 mins) We estimate that the USD-value of central bank FX reserves – adjusted for currency-valuation effects – in China, India, Indonesia,... Read More...
Macro Series March 22, 2021 Global Letter – Pan Am, the Boeing Stratocruiser, the Fed, and inflation Global, Macro Pan Am, Boeing, Inflation John Llewellyn ( 4 mins) Pan Am and the Boeing Stratocruiser The following is a parable. Please bear with me. <!--... Read More...
March 18, 2021 Update On My Recommended Trades Derivatives, Credit, Emerging Markets, FX, Global, Investment Strategies, Macro US housing market Alan Brazil ( 5 mins) Recommended Open And Closed Trades I have not put out... Read More...
Macro Series March 16, 2021 Focus: Money and Inflation Economics, Global, Macro M3, editorial, Inflation Gerald Holtham, John Llewellyn ( 11 mins) Money growth has surged in most economies, the result of aggressive quantitative easing.If money growth is a harbinger... Read More...
Macro April 19, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Politics editorial Teneo Macro ( 7 mins) The US-led global climate summit will take place this week. International efforts to reduce tensions between Russia and Ukraine will... Read More...
Macro April 12, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Politics editorial Teneo Macro ( 9 mins) Chinese vaccines are in the spotlight. Japan’s PM will visit US President Joe Biden. The race for the Merkel succession... Read More...
