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Search results : global macro outlook

Thomas Piketty connects the dots between economic growth and inequality worldwide with long-term global empirical evidence.

Chanel Holden

2023-05-28 10:24:00 Sunday ET

Thomas Piketty connects the dots between economic growth and inequality worldwide with long-term global empirical evidence. Thomas Piketty (2017)   Capital in the twenty-first century   In hi...
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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 (2015)   The triple package: how 3 unlikely traits expla...
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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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Net neutrality rules continue to revolve around the Trump administration's current IT agenda of 5G telecom transformation.

Becky Berkman

2018-05-15 08:40:00 Tuesday ET

Net neutrality rules continue to revolve around the Trump administration's current IT agenda of 5G telecom transformation.

Net neutrality rules continue to revolve around the Trump administration's current IT agenda of 5G telecom transformation. Republican Senate passes the

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Uber seeks an IPO in close competition with its rideshare rival Lyft and other tech firms such as Slack, Pinterest, and Palantir.

Amy Hamilton

2019-03-13 12:35:00 Wednesday ET

Uber seeks an IPO in close competition with its rideshare rival Lyft and other tech firms such as Slack, Pinterest, and Palantir.

Uber seeks an IPO in close competition with its rideshare rival Lyft and other tech firms such as Slack, Pinterest, and Palantir. Uber expects to complete o

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Top tech firms such as Google, Intel, and Qualcomm suspend Android services to HuaWei as the Trump administration blacklists the Chinese company.

Jonah Whanau

2019-06-01 10:33:00 Saturday ET

Top tech firms such as Google, Intel, and Qualcomm suspend Android services to HuaWei as the Trump administration blacklists the Chinese company.

Top tech firms such as Google, Intel, and Qualcomm suspend Android services to HuaWei as the Trump administration blacklists the Chinese company. HuaWei can

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Warwick macroeconomic expert Roger Farmer proposes paying for social welfare programs with no tax hikes.

Jonah Whanau

2019-07-05 09:32:00 Friday ET

Warwick macroeconomic expert Roger Farmer proposes paying for social welfare programs with no tax hikes.

Warwick macroeconomic expert Roger Farmer proposes paying for social welfare programs with no tax hikes. The U.S. government pension and Medicare liabilitie

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Our proprietary alpha investment model outperforms most stock market indices from 2017 to 2023.

Daisy Harvey

2023-02-03 08:27:00 Friday ET

Our proprietary alpha investment model outperforms most stock market indices from 2017 to 2023.

Our proprietary alpha investment model outperforms most stock market indices from 2017 to 2023. Our proprietary alpha investment model outperforms the ma

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Stock Synopsis: With a new Python program, we use, adapt, apply, and leverage each of the mainstream Gemini Gen AI models to conduct this comprehensive fundamental analysis of Salesforce (U.S. stock symbol: $CRM).

Amy Hamilton

2025-10-09 11:30:00 Thursday ET

Stock Synopsis: With a new Python program, we use, adapt, apply, and leverage each of the mainstream Gemini Gen AI models to conduct this comprehensive fundamental analysis of Salesforce (U.S. stock symbol: $CRM).

Stock Synopsis: With a new Python program, we use, adapt, apply, and leverage each of the mainstream Gemini Gen AI models to conduct this comprehensive fund

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