Economy

Thank you, Emily. And thank you to the National Association for Business…
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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…
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Apple: Inside The iPhone 17 Supercycle Source link
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It’s odd to consider, but a recession could flip our bullish outlook on bonds to bearish. It’s unusual because typically, inflation…
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As household wealth hits $176 trillion, a hidden workforce transformation is reshaping economic data America added over 1,000 new…
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The strategy I deploy in my macro hedge fund, Palinuro Capital, relies on many quantitative inputs, and one of the most important remains…
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 As you highlighted in your recent TradeTalks interview, AI is projected to generate between $350 billion and $410 billion…
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The NASDAQ hit a new all-time high of 23,101 at the open, helped once again by semiconductors. The evolving AI narrative is that we will…
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Coming into this year, there was a lot of optimism that this would be a strong year for initial public offerings (IPOs), and…
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For the trailing week, the Dow and Russell 2000 are back in the red. The market engine continues to be tech, in particular…
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