1. Research

Biden after 100 days

May 5, 2021
We discuss the US economy, in particular what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. Is the package politically possible as Washington looks forward to mid-term elections next year? [more]

More documents from Luke Templeman

77 (49-60)
July 10, 2019
49
The global 5G rollout has just begun, but behind the hype lies uncertainty and the potential for unintended consequences. This edition of Konzept seeks to answer many unresolved questions. First and foremost, we explain the tangible ways in which 5G will affect you, including the smartphone impact, the future of television, predictive maintenance, autonomous cars, smart cities and more. We also examine the geo-political disagreements, emerging market economics, and argue that the financial cost of distraction is greater than expected. [more]
July 10, 2019
50
If we are to believe the prognostications about its future impact, 5G certainly occupies a crucial geopolitical dimension. The ability to control the Internet of Things via vastly reduced latency and higher speed is a serious weapon in the hands of an adversary. Peter Garber, Global Strategist, outlines three possible main objectives of the Trump administration. [more]
June 25, 2019
51
For the first time ever the Fed is undertaking a thorough academic review of its policy strategy, tools, and communication practices. The reviewers are some 30 academic experts on monetary policy and macroeconomics. Listen to Peter Hooper, Global Head of Economic Research, discussing the background to the review, the low-rate monetary policy and what a downturn could mean for financial stability. [more]
May 1, 2019
53
The Indian consumer sector has been a stock market darling, outperforming the Sensex by over 25 percentage points over the last two years. What are the megatrends to drive growth in the next five years? Listen to Mihir Shah, Analyst on the Consumer Staples team in India, discuss his findings. [more]
March 12, 2019
56
The performance of the Eurozone economy is inextricably linked to the health of its banking system. That means the economy will likely stagnate unless European banks can build robust balance sheets, earn a competitive return on equity, and generate adequate capital to support faster growth and innovation. European policymakers must make bold decisions as there are serious doubts as to whether the continent’s banks can compete internationally with US institutions. This paper takes a careful look at the European banking system and suggests a number of remedies to improve the sustainability of its returns for the good of the economy and taxpayers. [more]
19.5.0