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Economy
UK Labor Market Cools, but Wage Pressures Keep the BoE on Alert
The latest data from the Office for National Statistics show that Britain’s labor market is losing some of its tightness. Unemployment…
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Federal Reserve Board – Minutes of the Board’s discount rate meetings on August 18 and…
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Speech by Chair Powell on the economic outlook and monetary policy
Thank you, Emily. And thank you to the National Association for Business…
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Is China’s Belt and Road Initiative a Trojan Horse for Economic Dominance?
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
Apple: Inside The iPhone 17 Supercycle
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What a Potential Recession Could Mean for Bond Yields
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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The Millionaire Exodus: Why America’s Record Wealth May Be Masking a Labor Crisis
As household wealth hits $176 trillion, a hidden workforce transformation is reshaping economic data
America added over 1,000 new…
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A Macro Primer: Modern Asset Allocation 101
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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Safeguarding the Digital Economy | Nasdaq
As you highlighted in your recent TradeTalks interview, AI is projected to generate between $350 billion and $410 billion…
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Nasdaq Hits New Highs as Dip Buyers Tested and Tariffs Make a Comeback
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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