Economy

We’ve discussed before that country classification isn’t as easy as you might think. That’s especially true for companies…
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My interview on Bloomberg last week started with a trillion-dollar question: It is important that we don’t just look at a GDP number and…
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2024 ushered in the Goldilocks economy as Covid disruptions finally fadedWe’re nearly at the end of 2024, and it’s turned out…
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Bond yields are primarily driven by macroeconomic factors such as inflation and economic growth. Given their impact on inflation and the…
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yesterday, the was up slightly, and 10-day realized volatility began to rise from its depressed levels, as the moved by 60 basis points…
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The Q3 2024 reporting season was, by one measure, the best in three years Optimism abounds across Wall Street research desks as…
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The odds still look skewed toward a softer pace of expansion for fourth-quarter GDP. However, an upgraded nowcast from the Atlanta Fed…
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Executive summary:GOP sweep 2024 electionsQuick and conclusive election outcome helped unwind hedge trades put on prior to…
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