Archive for August 2021

ECB drawn into German fray as PEPP extension looms

ECB drawn into German fray as PEPP extension looms

CDU grandee Merz says central bank has exceeded mandate ...
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Gilding the inflation lily: Powell’s Jackson Hole speech

Gilding the inflation lily: Powell’s Jackson Hole speech

Market taper obsession and dovish case for transitory inflation ...
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Liquidity in times of crisis

Liquidity in times of crisis

The advantages of holding gold and inflation-protected government bonds ...
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Investors must grasp full scope of decarbonisation

Investors must grasp full scope of decarbonisation

Portfolios should be designed in tandem with greening the global economy ...
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Central banks need new tools for dollar dominance

Central banks need new tools for dollar dominance

‘Destabilising asymmetry’ may worsen as digital dollarisation accelerates ...
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Shareholder influence is changing active ownership

Shareholder influence is changing active ownership

Promoting global best practice in governance ...
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Germany changes but not on election day

Germany changes but not on election day

What elections tell us about Berlin’s political autopilot ...
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Nixon shock was a welcome development

Nixon shock was a welcome development

It led to generalised exchange rate floating in advanced economies ...
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Beware rolling back fiscal and monetary stimulus

Beware rolling back fiscal and monetary stimulus

Risks for developing countries if tightening starts too early ...
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New giant enters green bond market

New giant enters green bond market

The European Commission is hoping to fund a sustainable recovery ...
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Renminbi internationalisation getting back on track

Renminbi internationalisation getting back on track

International business resumed growth in 2020 ...
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Are we nearing another monetary reset?

Are we nearing another monetary reset?

Inflationary aftermath of Covid-19 stimulus indicates more shocks ahead ...
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