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2022-11-30This report focuses on the recent climate technological advances and their broader implications for environmental, social, and governance (ESG) stock market investment strategies.
2022-05-01This macro report focuses on the global supply chain issues and semiconductor microchip shortages in response to persistent demands of U.S. tech titans.
2020-05-05This analytic report shines fresh light on the fundamental prospects of U.S. tech titans Facebook, Apple, Microsoft, Google, and Amazon (FAMGA) as of May 2020.
2019-11-11This analytic report shines fresh light on the fundamental prospects of U.S. tech titans Facebook, Apple, Microsoft, Google, and Amazon (FAMGA) as of November 2019.
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
2018-01-04 07:36:00 Thursday ET
The world now faces an economic inequality crisis with few policy options. Some recent U.S. Federal Reserve data suggest that both income and wealth inequal
2018-05-29 11:40:00 Tuesday ET
America and China, the modern world's most powerful nations may stumble into a **Thucydides trap** that Harvard professor and political scientist Graham
2018-02-15 07:43:00 Thursday ET
Fed minutes reflect gradual interest rate normalization in response to high inflation risk. FOMC members revise up the economic projections made at the Dece
2020-02-26 09:30:00 Wednesday ET
Goldman Sachs follows the timeless business principles and best practices in financial market design and investment management. William Cohan (2011) M
2018-08-03 07:33:00 Friday ET
President Trump escalates the current Sino-American trade war by imposing 25% tariffs on $200 billion Chinese imports. These tariffs encompass chemical prod