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Macro innovations and asset alphas show significant mutual causation. April 2023 This brief article draws from the recent research publicati
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The new world order of trade helps accomplish non-economic policy goals such as national security and technological dominance. To the extent that freer
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In recent times, financial deglobalization and asset market fragmentation can cause profound public policy implications for trade, finance, and technology w
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Dallas Federal Reserve Bank President Robert Kaplan expects the U.S. economy to grow at 2.2%-2.5% in 2019-2020 as inflation rises a bit. In an interview wit
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Apple is now the world's biggest dividend payer with its $13 billion dividend payout and surpasses ExxonMobil's dividend payout record. Despite the
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Agile lean enterprises remain flexible and capable of reinvention in light of new megatrends such as digitization and servitization. Shane Cragun and Kat