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February 3, 2022
Introduction Over the last 200 years, the global economy has continued to evolve. From the introduction of the steam engine to electricity and now ...
January 28, 2022
What happens when something goes from infinity to zero? This is what every portfolio manager is trying to understand after the Federal Reserve indicated ...
January 20, 2022
One of the more interesting philosophical and ethics experiments is the trolley problem. It’s a fictional scenario with varying mechanics, but let’s use this ...
January 6, 2022
Key Takeaway: Fed is waking up from its 2021 inflation slumber. Key Question: Will Fed over-react with a combined interest rate hike and balance ...
December 21, 2021
This year was no doubt an unprecedented one with several rattling events worldwide. Those included the emergence of new COVID-19 strains, the start of ...
December 14, 2021
Climb a wall of worry? Bah! Here are my top 22 events likely to impact the economy and markets in 2022. No list is ...
November 19, 2021
Executive Summary: Over 200 countries attended COP26 to review previous pledges and set a new path forward to limit climate change and global warming. ...
November 8, 2021
Major Central Bank Meetings Last Week Despite the sound global economic recovery and improving outlook, rising inflation levels continue to be a major source ...
November 4, 2021
The COVID shutdown and reopening created extraordinary volatility in the global economy and financial markets. Many parts of the world, especially developing countries, ...
October 28, 2021
There is strong forward momentum to pass a significantly scaled down version of the Build Back Better Act (BBBA) social spending bill. The White ...
October 21, 2021
As the world gets ready for COP26, it is a great time to review the Biden administration’s policies on climate change and know what ...
October 8, 2021
We’ve been writing on Environmental, Social and Governance (ESG) over the last year, with ESG Supercharged by government spending, Why ESG Now?, EU Carbon ...
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