This blog primarily focuses on structural changes in the global economy, including international economic developments, demographic shifts, geoeconomic fragmentation, and climate change. We also cover the U.S. economy and international business cycles.
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Recent blogs posts
Eagle Letter: Nvidia, inflation, geopolitical uncertainties, and much more…
Equities recovered from the AI selloff even as hot inflation pushed Treasury yields and the dollar higher, leaving risk appetite resilient but increasingly dependent on earnings rather than cheaper finance.
Eagle Letter: Midterm elections, oil prices, bond yields, and much more…
What moved markets: The Democratic sweep in the U.S. midterms lowered oil and Treasury yields on hopes of fiscal restraint and Middle East de-escalation, but also raised concern about tighter AI regulation. A technology sell-off spread from Wall Street to Japan, South Korea and Taiwan before a partial Friday rebound. What did not: Europe was…
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