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Search results : global macro outlook

Paul Samuelson defines the mathematical evolution of price theory and then influences many economists in business cycle theory and macro asset management.

Joseph Corr

2023-05-14 12:31:00 Sunday ET

Paul Samuelson defines the mathematical evolution of economic price theory and thereby influences many economists in business cycle theory and macro asset management. Paul Samuelson (1947)   Foundations...
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The Biden Inflation Reduction Act is central to modern world capitalism.

Andy Yeh Alpha

2023-02-28 11:30:00 Tuesday ET

The Biden Inflation Reduction Act is central to modern world capitalism. As of 2022-2023, global inflation has gradually declined from the peak of 9.8% due to Fed-led interest rate hikes. Central banks view high i...
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Mark Granovetter follows the key principles of modern economic sociology to analyze social relations and economic phenomena.

Charlene Vos

2023-02-21 08:27:00 Tuesday ET

Mark Granovetter follows the key principles of modern economic sociology to analyze social relations and economic phenomena. Mark Granovetter (2017)   Society and economy: frameworks and principles &...
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Eric Posner and Glen Weyl propose radical reforms to resolve key market design problems for better democracy and globalization.

Chanel Holden

2023-02-14 09:31:00 Tuesday ET

Eric Posner and Glen Weyl propose radical reforms to resolve key market design problems for better democracy and globalization. Eric Posner and Glen Weyl (2019)   Radical markets: uprooting capitalism a...
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Michel De Vroey delves into the global history of macroeconomic theories from real business cycles to persistent monetary effects.

Laura Hermes

2023-02-07 08:26:00 Tuesday ET

Michel De Vroey delves into the global history of macroeconomic theories from real business cycles to persistent monetary effects. Michel De Vroey (2016)   A history of macroeconomics from Keynes to Luc...
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Climate change and ESG woke capitalism

Dan Rochefort

2022-11-30 09:26:00 Wednesday ET

Climate change and ESG woke capitalism In recent times, the Biden administration has signed into law a $375 billion program to better balance the economic costs of both climate change and extreme weather. In accor...
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The financial services industry needs fewer banks worldwide.

Daphne Basel

2022-08-30 10:32:00 Tuesday ET

The financial services industry needs fewer banks worldwide. As long as banks have existed in human history, their managers have realized how not all depositors demand their money back at once in normal times. The...
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The semiconductor microchip demand-supply imbalance remains severe for American big tech.

Amy Hamilton

2022-05-30 09:32:00 Monday ET

The new semiconductor microchip demand-supply imbalance remains quite severe for the U.S. tech and auto industries.  Our current fundamental macro analysis focuses on the global supply chain issues and semico...
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The global asset management industry is central to modern capitalism.

Amy Hamilton

2022-02-22 09:30:00 Tuesday ET

The global asset management industry is central to modern capitalism. Mutual funds, pension funds, sovereign wealth funds, endowment trusts, and asset management companies own and control more than $100 billion wo...
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U.S. judiciary subcommittee delves into the market dominance of online platforms in terms of the antitrust, commercial, and administrative law in America.

Daphne Basel

2021-11-22 11:29:00 Monday ET

U.S. judiciary subcommittee delves into the market dominance of online platforms in terms of the antitrust, commercial, and administrative law in America. At a fundamental level, intense competition has been a maj...
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Amy Chua and Jed Rubenfeld suggest that relatively successful ethnic groups exhibit common cultural traits in America.

Laura Hermes

2023-05-21 12:26:00 Sunday ET

Amy Chua and Jed Rubenfeld suggest that relatively successful ethnic groups exhibit common cultural traits in America.

Amy Chua and Jed Rubenfeld suggest that relatively successful ethnic groups exhibit common cultural traits in America. Amy Chua and Jed Rubenfeld (2015)

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President Trump is open to extending the March 2019 deadline for raising tariffs on Chinese imports.

Peter Prince

2019-02-15 11:33:00 Friday ET

President Trump is open to extending the March 2019 deadline for raising tariffs on Chinese imports.

President Trump is open to extending the March 2019 deadline for raising tariffs on Chinese imports if both sides are close to mutual agreement. These bilat

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President Trump considers imposing retaliatory economic sanctions on Chinese products.

Peter Prince

2018-01-10 08:40:00 Wednesday ET

President Trump considers imposing retaliatory economic sanctions on Chinese products.

President Trump considers imposing retaliatory economic sanctions on Chinese products and services in direct response to China's theft and infringement

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Former IMF chief economist Kenneth Rogoff advocates that artificial intelligence helps augment productivity growth in the next decade.

James Campbell

2018-04-23 07:43:00 Monday ET

Former IMF chief economist Kenneth Rogoff advocates that artificial intelligence helps augment productivity growth in the next decade.

Harvard professor and former IMF chief economist Kenneth Rogoff advocates that artificial intelligence helps augment human productivity growth in the next d

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Financial institutions benefit from higher equity risk premiums and interest rate spreads.

Charlene Vos

2017-04-01 06:40:00 Saturday ET

Financial institutions benefit from higher equity risk premiums and interest rate spreads.

With the current interest rate hike, large banks and insurance companies are likely to benefit from higher equity risk premiums and interest rate spreads.

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Apple enters a multi-year content partnership with Oprah Winfrey to provide new original online video and TV programs.

Daisy Harvey

2018-06-10 19:41:00 Sunday ET

Apple enters a multi-year content partnership with Oprah Winfrey to provide new original online video and TV programs.

Apple enters a multi-year content partnership with Oprah Winfrey to provide new original online video and TV programs in direct competition with Netflix, Am

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