Fintech
MonetaryPolicy
PoliticalEconomy
This thought piece examines (i) why electronic money, FEDCoin, may be inevitable in the developed world and (ii) why alternative currencies are unlikely to become viable in functioning democracies
Published September 2019 on LinkedIn
MonetaryPolicy
MoneyMarkets
FED ECB
This article argues that both the FED and ECB lack the mix of skills required for the new paradigm of Central Bank engineering that increasingly focuses on the plumbing of the financial system
Published September 2019 on Macro Hive
EmergingMarkets
PoliticalEconomy
Argentina Ukraine
This debut article on Macro Hive contrasts the failed reform efforts of Macri with the challenges facing Ukraine's newly elected President
Published August 2019 on Macro Hive
EmergingMarkets
PortfolioTheory
Currencies
This White Paper, written while I was at my previous employer, conducts a deep dive of the portfolio and return statistics of traditional EM versus Frontier currencies and contains several surprising results
Published July 2018 on ICBC Standard Bank Website