Thank you, Emily. And thank you to the National Association for Business Economics for the Adam Smith Award. It is an honor just to be mentioned alongside past recipients,…
When China’s massive Belt and Road Initiative (BRI) launched in 2013, I was a great admirer. On paper, it was—and remains—the most ambitious infrastructure project in human history, a modern-day Silk Road stretching from Asia to Europe,…
Addis Ababa/Pretoria/Durban — The 4th International Conference on Public Health in Africa (CPHIA 2025) will take place from 22 to 25 October 2025 in Durban, South Africa, under the theme "Moving Towards Self-Reliance to Achieve…
It’s odd to consider, but a recession could flip our bullish outlook on bonds to bearish. It’s unusual because typically, inflation drops during a recession, leading to lower yields and higher bond prices. While we believe that if an…
To boost competitiveness and cut red tape, existing sustainability reporting and due diligence rules are being simplified. The aim is to ease reporting requirements and cut social and environmental obligations for companies. The draft…
Alex Boyd andTom BatemanState department correspondent on Air Force OneReutersUS President Donald Trump has said "the war is over" as he travels to Israel for the release of hostages from Gaza under the ceasefire deal agreed between…
As household wealth hits $176 trillion, a hidden workforce transformation is reshaping economic data
America added over 1,000 new millionaires every day in 2024, bringing the total to nearly 24 million, about 7% of the entire adult…
The strategy I deploy in my macro hedge fund, Palinuro Capital, relies on many quantitative inputs, and one of the most important remains our Quadrant Asset Allocation Model.
The principles are simple:
1. Estimate future growth,…