The most used crypto asset is neither Bitcoin or Ethereum
December 20, 2021 • Stablecoins ("SC"), a digital version of the USD on an encrypted decentralized ledger. The success of these digital assets is truly stunning.
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macroeconomics
The moment of truth is approaching for the Eurozone
November 22, 2021 • C19 continues to hamstring the economy and further weakening of the euro and/or sustained rising of food and energy prices will tip the Eurozone into stagflation.
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Central Banks Digital Currencies are coming; here’s why they are a game-changer for investors
November 3, 2020 • CBDCs represent the biggest transformation in financial markets since Bretton Woods and the implications for global investors are profound.
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UK 2YRS Bonds go negative
May 23, 2020 • UK 2yrs bond rates have gone negative for the first time in 326 years of history. It looks like US rates will follow suit.
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Here’s why inflation may be in the cards in a post Covid-19 world
May 21, 2020 • Extreme monetary & fiscal policies combined with the disruption of global trade & technology consolidation may finally give inflation a fighting chance.
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Corona virus: A Playbook for Investors - Part 3
April 17, 2020 • While the outbreak may start to subside, the knock on effect of Covid-19 on the global economy and financial markets is just getting started.
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Fiscal policy is coming and here’s why it will lead to the restructuring of the euro zone
December 12, 2019 • As the ECB council just had its first meeting under the chairmanship of Christine Lagarde, there is little doubt a transition from monetary to fiscal policy is looming for the euro zone. Here’s why the policy shift may bring the first major overhaul in its twenty years history.
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The Weekly Opinions are concise and data-driven observations pointing to key current issues in financial markets. The premium monthly Swerve Insights are thought pieces articulated into two sections: a monthly macro update and a specific investment idea. All delivered in a concise package to help you stay ahead in the financial landscape of today and to get inspired with new ideas and opportunities.