Independent Economist, Forecaster and Strategist

Thomas Lam

Macroeconomics

<ul>
<li>While most central banks worldwide are on-hold currently, on average, rate cuts are preferred over rate hikes </li>
<li>The easing proportion of EM central banks is greater than that of DM central banks at this time</li>
<li>The majority of central banks globally are typically inclined toward the policy rate preferences of the Fed and BoE on balance </li>
</ul>


While most central banks worldwide are on-hold currently, on average, rate cuts are preferred over rate hikes 
The easing proportion of EM central banks is greater than that of DM central banks at this time
The majority of central banks globally are typically inclined toward the policy rate preferences of the Fed and BoE on balance 


Central Banks Globally: Cut, Hike or Pause?

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>EU adds Temu to highest digital scrutiny tier due to risks like counterfeit goods and IP violations</li>
<li>Tesla recalls multiple models due to seat belt warning system flaw; plans software update in June</li>
<li>Russian court permits UniCredit to use Russian bonds as collateral, softening prior asset seizure terms</li>
</ul>


EU adds Temu to highest digital scrutiny tier due to risks like counterfeit goods and IP violations
Tesla recalls multiple models due to seat belt warning system flaw; plans software update in June
Russian court permits UniCredit to use Russian bonds as collateral, softening prior asset seizure terms


#9Business Buzz: Temu Under EU's Scrutiny, Tesla Recalls Vehicles, Court Eases UniCredit Restriction

<ul>
<li>
<a href="https://www.smartkarma.com/entities/bhp-group-ltd-3d29a5a1-abbf-485d-86d8-c7106582b240" target="_blank" data-smartkarma-citation="entities:5424:1" rel="noopener">BHP Group Ltd (BHP US)</a> Faces Setback in Copper Ambitions After Failed Anglo-American Takeover Attempt</li>
<li>China Considers Record Fine and Suspension for PwC Over <a href="https://www.smartkarma.com/entities/china-evergrande-group" target="_blank" data-smartkarma-citation="entities:479:1" rel="noopener">Evergrande (3333 HK)</a> Audits</li>
<li>Elon Musk Agrees to Testify in SEC Probe of <a href="https://www.smartkarma.com/entities/twitter-inc" target="_blank" data-smartkarma-citation="entities:667:1" rel="noopener">Twitter Inc (TWTR US)</a> Acquisition</li>
</ul>



BHP Group Ltd (BHP US) Faces Setback in Copper Ambitions After Failed Anglo-American Takeover Attempt
China Considers Record Fine and Suspension for PwC Over Evergrande (3333 HK) Audits
Elon Musk Agrees to Testify in SEC Probe of Twitter Inc (TWTR US) Acquisition


#8 Business Buzz: BHP's Setback, China Fine on PwC, Tesla's FSD in China, Slower US GDP, Twitter

<ul>
<li>Wells Fargo Strengthens Investment Bank with JPMorgan Veteran Fernando Rivas</li>
<li>ConocoPhillips to Acquire Marathon Oil in $ 17 Billion Deal</li>
<li>Biden Administration Expands Clean Energy Tax Credits Beyond Wind and Solar</li>
</ul>


Wells Fargo Strengthens Investment Bank with JPMorgan Veteran Fernando Rivas
ConocoPhillips to Acquire Marathon Oil in $ 17 Billion Deal
Biden Administration Expands Clean Energy Tax Credits Beyond Wind and Solar


#7Business Buzz: WellsFargo Expands Investment Arm, ConocoPhillips $17 Bn Deal, VinFast US Plant

Cross-Asset Thematic Strategy, Edelscourt

Albert Maass

Cross-Asset Thematic Strategy

Edelscourt

Established in 2014, Edelscourt combines cutting-edge technology with deep industry knowledge. We specialise in risk management solutions for a diverse range of clients, from financial institutions to family offices.

Cross Asset Strategy

<ul>
<li>Litigation funding offers third-party financing for lawsuits in exchange for a share of the settlement or judgment.</li>
<li>It has emerged as an attractive asset class due to high returns and diversification benefits.</li>
<li>The market is driven by institutional involvement, technological advancements, and the rise of ESG litigation.</li>
</ul>


Litigation funding offers third-party financing for lawsuits in exchange for a share of the settlement or judgment.
It has emerged as an attractive asset class due to high returns and diversification benefits.
The market is driven by institutional involvement, technological advancements, and the rise of ESG litigation.


Iceland
Insights on Iceland

Central Banks Globally: Cut, Hike or Pause?

My global diffusion indicator, which consists of DM and EM central banks, synthesizes the current policy rate environment.

Thomas Lam

#9Business Buzz: Temu Under EU's Scrutiny, Tesla Recalls Vehicles, Court Eases UniCredit Restriction

EU increases scrutiny on Temu for digital risks, Tesla recalls models for seat belt flaw, Russian court allows UniCredit to use bonds as collateral.

Nimish Maheshwari

#8 Business Buzz: BHP's Setback, China Fine on PwC, Tesla's FSD in China, Slower US GDP, Twitter

BHP Group Ltd faces setback in copper ambitions after failed takeover attempt; China considers record fine for PwC over Evergrande audits; Elon...

Nimish Maheshwari

#7Business Buzz: WellsFargo Expands Investment Arm, ConocoPhillips $17 Bn Deal, VinFast US Plant

Wells Fargo hires JPMorgan veteran, ConocoPhillips acquires Marathon Oil for $17 bn, Biden expands clean energy tax credits.

Nimish Maheshwari

Litigation Funding as an Asset Class

Litigation funding is gaining popularity as an asset class, driven by institutional interest, technology, and ESG litigation.

Albert Maass

Central Banks Globally: Cut, Hike or Pause?

My global diffusion indicator, which consists of DM and EM central banks, synthesizes the current policy rate environment.

Thomas Lam

#9Business Buzz: Temu Under EU's Scrutiny, Tesla Recalls Vehicles, Court Eases UniCredit Restriction

​EU increases scrutiny on Temu for digital risks, Tesla recalls models for seat belt flaw, Russian court allows UniCredit to use bonds as collateral.

Nimish Maheshwari

#8 Business Buzz: BHP's Setback, China Fine on PwC, Tesla's FSD in China, Slower US GDP, Twitter

​BHP Group Ltd faces setback in copper ambitions after failed takeover attempt; China considers record fine for PwC over Evergrande audits; Elon...

Nimish Maheshwari

#7Business Buzz: WellsFargo Expands Investment Arm, ConocoPhillips $17 Bn Deal, VinFast US Plant

​Wells Fargo hires JPMorgan veteran, ConocoPhillips acquires Marathon Oil for $17 bn, Biden expands clean energy tax credits.

Nimish Maheshwari

Litigation Funding as an Asset Class

​Litigation funding is gaining popularity as an asset class, driven by institutional interest, technology, and ESG litigation.

Albert Maass

EU increases scrutiny on Temu for digital risks, Tesla recalls models for seat belt flaw, Russian court allows UniCredit to use bonds as collateral.

BHP Group Ltd faces setback in copper ambitions after failed takeover attempt; China considers record fine for PwC over Evergrande audits; Elon...

Wells Fargo hires JPMorgan veteran, ConocoPhillips acquires Marathon Oil for $17 bn, Biden expands clean energy tax credits.

Litigation funding is gaining popularity as an asset class, driven by institutional interest, technology, and ESG litigation.