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Bernstein

Gareth Vaughan on NFTs, Covid-19 making supply chain management sexy, cloth masks v Delta, Aussie state v state & how Covid shook the world's economy
8th Sep 21, 10:08am
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Gareth Vaughan on NFTs, Covid-19 making supply chain management sexy, cloth masks v Delta, Aussie state v state & how Covid shook the world's economy
Buy now, pay later service providers tipped to replace banks as the dominant issuers of Visa and Mastercard cards
17th Aug 21, 10:08am
Buy now, pay later service providers tipped to replace banks as the dominant issuers of Visa and Mastercard cards
Square's swoop on Afterpay is a 'game-changing deal', addressing nearly all the issues Square faces as it strives to become 'a dominant payments ecosystem'
9th Aug 21, 12:14pm
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Square's swoop on Afterpay is a 'game-changing deal', addressing nearly all the issues Square faces as it strives to become 'a dominant payments ecosystem'
The nuts and bolts of how central bank digital currencies might operate and what they might mean
27th May 21, 6:27am
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The nuts and bolts of how central bank digital currencies might operate and what they might mean
Financial inclusion, payments stability, efficiency, and monetary policy implementation touted as benefits from central bank digital currencies
11th May 21, 10:00am
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Financial inclusion, payments stability, efficiency, and monetary policy implementation touted as benefits from central bank digital currencies
Bernstein analysts suggest the scale and social impact of the public policy response to the COVID-19 pandemic will ultimately prove inflationary
22nd Jul 20, 3:39pm
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Bernstein analysts suggest the scale and social impact of the public policy response to the COVID-19 pandemic will ultimately prove inflationary
Gareth Vaughan on an action plan for a more entrepreneurial economy, who is open to who in Aussie, the uselessness of orthodox economics, check in but never leave & more
7th Jul 20, 9:29am
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Gareth Vaughan on an action plan for a more entrepreneurial economy, who is open to who in Aussie, the uselessness of orthodox economics, check in but never leave & more
Bernstein analysts look at why the pandemic inspired increases in non-cash payments and e-commerce are likely here to stay
11th Jun 20, 11:30am
Bernstein analysts look at why the pandemic inspired increases in non-cash payments and e-commerce are likely here to stay
Gareth Vaughan on big banks' loan impairments, hotels for a post-COVID-19 world, a business opportunity for criminals, the anti-vaxxer threat to a COVID-19 vaccine & the end of neo-liberalism
18th May 20, 11:56am
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Gareth Vaughan on big banks' loan impairments, hotels for a post-COVID-19 world, a business opportunity for criminals, the anti-vaxxer threat to a COVID-19 vaccine & the end of neo-liberalism
Gareth Vaughan on tackling COVID-19 which may keep returning, Sicily's tourism plan, Dr Doom's greater depression, a busy airport, underestimating the death toll & buying coffee whilst social distancing
30th Apr 20, 9:00am
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Gareth Vaughan on tackling COVID-19 which may keep returning, Sicily's tourism plan, Dr Doom's greater depression, a busy airport, underestimating the death toll & buying coffee whilst social distancing
Bernstein's Michael Parker says NZ's funds management sector should use a 'slow and dour' minority investor tool to pressure Facebook & Google after Christchurch terrorist attacks
25th Mar 19, 11:35am
Bernstein's Michael Parker says NZ's funds management sector should use a 'slow and dour' minority investor tool to pressure Facebook & Google after Christchurch terrorist attacks
Bernstein's Michael Parker takes a look at the growth of Chinese consumer debt and concludes that it may well be a problem, but not for a long time yet
12th Sep 18, 12:11pm
Bernstein's Michael Parker takes a look at the growth of Chinese consumer debt and concludes that it may well be a problem, but not for a long time yet
Bernstein's Michael Parker argues the war for talent is a bigger deal for the US and China than a trade war, as both countries strive to develop the most innovative technology
25th Jun 18, 2:21pm
Bernstein's Michael Parker argues the war for talent is a bigger deal for the US and China than a trade war, as both countries strive to develop the most innovative technology
Bernstein's Michael Parker probes cryptocurrencies and asks if you're paying for everything via your smartphone, why does the currency in which you are paying matter?
15th Jan 18, 4:08pm
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Bernstein's Michael Parker probes cryptocurrencies and asks if you're paying for everything via your smartphone, why does the currency in which you are paying matter?
Ex-pat Kiwi Bernstein analyst Michael Parker on his chart of the year, virtual reality, improving productivity to double global output & ridiculous looking headsets
23rd Nov 17, 1:52pm
Ex-pat Kiwi Bernstein analyst Michael Parker on his chart of the year, virtual reality, improving productivity to double global output & ridiculous looking headsets
Kiwi analyst Michael Parker on why real estate in China is now the world's most important asset class
6th Nov 17, 11:58am
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Kiwi analyst Michael Parker on why real estate in China is now the world's most important asset class
Gareth Vaughan & David Chaston with charts, charts & more charts; Auckland house prices, gold, Basel & the mortgage boom, 5,000 years of interest rates, credit default swaps & more
19th May 17, 10:02am
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Gareth Vaughan & David Chaston with charts, charts & more charts; Auckland house prices, gold, Basel & the mortgage boom, 5,000 years of interest rates, credit default swaps & more
Ex-pat Kiwi Michael Parker reflects on the fact that he's now eligible to buy real estate in the world's most expensive property market
13th Mar 17, 9:53am
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Ex-pat Kiwi Michael Parker reflects on the fact that he's now eligible to buy real estate in the world's most expensive property market
Kiwi analyst Michael Parker on why robots and modern China are ruining Adam Smith's Wealth of Nations treatise and will frustrate Donald Trump
5th Dec 16, 12:18pm
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Kiwi analyst Michael Parker on why robots and modern China are ruining Adam Smith's Wealth of Nations treatise and will frustrate Donald Trump
Bernstein strategist Michael Parker looks at what is and isn't included in China's key debt metric, and looks at whether we should 'freak out' about Chinese debt
13th Apr 16, 9:59am
Bernstein strategist Michael Parker looks at what is and isn't included in China's key debt metric, and looks at whether we should 'freak out' about Chinese debt
Bernstein strategist Michael Parker on why China's Premier is between a rock and a hard place
8th Mar 16, 8:02am
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Bernstein strategist Michael Parker on why China's Premier is between a rock and a hard place
Kiwi analyst Michael Parker argues the weak oil price is unlikely to be a systemic risk to the global economy
17th Feb 16, 5:03am
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Kiwi analyst Michael Parker argues the weak oil price is unlikely to be a systemic risk to the global economy
Ex-pat Kiwi analyst Michael Parker looks at whether the Chinese government understands that it has lost control of the economy
3rd Feb 16, 10:29am
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Ex-pat Kiwi analyst Michael Parker looks at whether the Chinese government understands that it has lost control of the economy
Milk, coal & snowflakes; Michael Parker on why his Pine Tree Paradox thesis now extends to milk powder
13th Aug 15, 5:05am
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Milk, coal & snowflakes; Michael Parker on why his Pine Tree Paradox thesis now extends to milk powder