Andy Yeh Alpha

President Trump delivers his second state-of-the-union address to U.S. Congress. Several key themes emerge from this presidential address. First, President

European Central Bank designs its current monetary policy reaction function and interest rate forward guidance in response to key delays in inflation conver

Our AYA fun podcasts deep-dive into the current global trends, topics, and issues in macro finance, political economy, public policy, strategic management,

In recent years, the current AI-driven stock market rally may or may not turn out to be another major asset bubble in global human history. For the pract

As the French economist who studies global economic inequality in his recent book *Capital in the New Century*, Thomas Piketty co-authors with John Bates Cl

The U.S. bank oligarchy has become bigger, more profitable, and more resistant to public regulation after the global financial crisis. Simon Johnson and