Macro Hive Conversations With Bilal Hafeez
Ep. 302: Vania Stavrakeva on Macro News, Investor Flows and Trading Markets
Apr 4, 2025
Vania Stavrakeva, an Assistant Professor of Economics at the London Business School and Harvard PhD, dives deep into exchange rate dynamics and macroeconomic news. She discusses innovative research methodologies that improve currency forecasting and explores the effects of carry trades on asset pricing. The conversation also highlights the impact of mutual fund flows on stock prices, especially in emerging markets. Additionally, Vania shares insights on the integration of big data and AI in finance, revolutionizing how analysts approach market trends.
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Quick takeaways
- Vania Stavrakeva emphasizes that macroeconomic news and investor expectations play a pivotal role in influencing exchange rate movements.
- Her research introduces novel methods for understanding equity markets through the decomposition of asset price movements and investor flows.
Deep dives
Vanya Stravrakeva's Background
Vanya Stravrakeva, an assistant professor at the London Business School, discusses her origins in Bulgaria, where her exposure to economic crises fostered her interest in economics, particularly international finance. After her undergraduate studies, she worked at the Brookings Institute and pursued a PhD at Harvard, driven by a passion for exchange rate dynamics. Her early experiences led her to produce significant research on exchange rate forecasting, emphasizing the challenges in understanding currency markets. This foundation has informed her ongoing work in exploring the links between macroeconomic news and exchange rate movements.
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