Thoughts – Insights

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Belarus forced a Ryanair flight bound for Lithuania to land in Minsk so as a passenger, online activist, could be arrested; Ursula von der Leyen called it “utterly unacceptable” Jack Ma

What a tangled web we weave, when we conspire to QE… On the one hand, taper is the word of the day, with bond yields rising alongside expectations of economic growth. On the other, there are fears of a tantrum as the vast amounts of intervention ebb away to a trickle. Both shouldn’t be true…

Climate finance Green firms are in demand from investors, see chart below. Some think this green fad is akin to tech at the turn of the century. Measuring this exuberance is hard to do. Stock market indices that concentrate on it are in isolated sectors, e.g. solar power. The Economist came up with about 180 firms related…

US proposed a new minimum global tax rate of 15%
India appears to be have a rise in life threatening Covid cases, mucormycosis