Search results : proprietary assets
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2019-01-17 10:41:00 Thursday ET
Sino-American trade talks make positive progress over 3 consecutive days as S&P 500 and global stock market indices post 3-day win streaks. Asian and Eu
2022-04-05 17:39:00 Tuesday ET
Corporate diversification theory and evidence A recent strand of corporate diversification literature spans at least three generations. The first generat
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 a
2019-08-02 17:39:00 Friday ET
The Phillips curve becomes the Phillips cloud with no inexorable trade-off between inflation and unemployment. Stanford finance professor John Cochrane disa
2018-04-26 07:37:00 Thursday ET
Credit supply growth drives business cycle fluctuations and often sows the seeds of their own subsequent destruction. The global financial crisis from 2008
2017-01-11 11:38:00 Wednesday ET
Thomas Piketty's recent new book *Capital in the Twenty-First Century* frames income and wealth inequality now as a global economic phenomenon. When