Your source for balanced, in-depth, finance.

A free weekly newsletter covering Financial Markets, Crypto Currencies, and Sustainable Finance

Lykeion
Manuel Antunes
Sustainability
Members Public

Carbon Markets: Trading and Voluntary Schemes

We clarify the differences between trading and voluntary schemes, as well as point out what's great and less so about them.

Diego Tremiterra
Crypto
Members Public

Improving Collateral and the Excitement Behind NFTs

Improving collateral will reduce BTC volatility going forward, and NFTs are an overheated market that might open up many future opportunities.

Roger Hirst
Markets
Members Public

Tapering, Disappointing Data, and Lack of Global Growth

Whilst 'Tapering' in 2013 meant higher yields, this time around, if it does take place, it'll likely lead to lower yields.

Tim Purcell
Charts
Members Public

Charts of the Month - August '21

US Spending vs. Income, SPX:TLT, TSA Traffic, Generational Debt-to-Income, Google & Apple, Share Buybacks

Tim Purcell
Editorial
Members Public

On Inflation vs. Deflation

If you believe in inflation or deflation, chances are, you're somehow right. For now. But we need to dive deep to figure out what the future holds for this 'debate of our time'

Diego Tremiterra
Markets
Members Public

Infinite Inflows, China’s Tech Crackdown, and Increased OPEC Pricing Power

Record-high equity inflows promise a continued liquidity bonanza for markets, while the oil supply and demand imbalance is likely to grow more acute than what consensus expects.

Manuel Antunes
Sustainability
Members Public

Green Bonds' Premium & Sustainability-Linked Debt

Why green bonds have a premium and what sustainability-linked debt is solving for.

Tim Purcell
Charts
Members Public

Economic vs. Money Growth

Global PMIs are closely correlated with growth in the global money supply. So we asked our contributor network why this matters, and their answers range from fundamental, to techinical, to philosophical (thanks Sune!)

Diego Tremiterra
Crypto
Members Public

Bitcoin Fundamentals Still Look Healthy

Despite a challenging Q2 price performance, BTC fundamentals continue to highlight healthy developments.

Tim Purcell
Charts
Members Public

Charts of the Month - July '21

Debt-Driven GDP, Financial Industry Penalties, Nuclear Power, Declining Energy Intensity, Gross Output, GDP per Capita, Loan-to-Deposit Ratio

Diego Tremiterra
Editorial
Members Public

Mid-Summer Inflation Update

Economic and markets indicators are telling us two different stories about inflation.

Roger Hirst
Markets
Members Public

The Dollar, Emerging Markets, and Volatility

A surging dollar could have significant implications for reflation, emerging markets, and volatility.