CONTACT US
Search
CONTACT US

Economic Insights

Suez Canal block and supply chain disruption

Mar 26, 2021

The Suez Canal ship is not the only thing clogging global trade

Supply-chain disruptions since the beginning of the year could cost USD230bn.
Read more
Europe's hotel sector after Covid-19

Mar 23, 2021

The Hotel California effect: How the European hospitality sector is looking for people who stay

The recovery will be patchy and only partial in 2021.
Read more
China monetary policy

Mar 22, 2021

China's policy mix: "proactive" and "prudent" in name, tightening in practice

With domestic and external conditions ripe for authorities to tighten the policy mix, Chinese stimulus will not be saving the global economy this time round.
Read more

Mar 17, 2021

Show me the money: debunking a couple of myths about excess liquidity

It is quite easy to overestimate or underestimate money growth and therefore underestimate the uncertainty surrounding the outlook for inflation.
Read more

Mar 15, 2021

The irony of Biden’s super stimulus: USD360bn for exporters around the world

President Biden’s USD1.9tn stimulus is set to create a positive confidence effect on US domestic demand, part of which will be absorbed by exporters across the world.
Read more
Commodity prices after Covid-19

Mar 11, 2021

Commodities: higher demand, supply bottlenecks, but no speculation (yet)

Since the lows of May 2020, commodity prices have increased to record highs.
Read more

Mar 08, 2021

US yield curve: Let’s twist again?

Bond vigilantes are testing the US Fed's commitment to long-lasting loose monetary policy.
Read more
Global tourism recovery after Covid-19

Mar 05, 2021

Tourism: Europe will be at the frontline of the recovery, but only in 2024

As governments race to contain new and more contagious variants of Covid-19, ‘travel passes’ or ‘vaccine passports’ won’t be enough to revive tourism.
Read more
Retail investors and options trading

Mar 03, 2021

The not so merry adventures of the Robin Hood generation in financial markets

The recent US equity market rally highlights the rise of a new kind of “all-in” retail investor, one that is ramping up leveraged trading through the derivatives market.
Read more

Result Count2527