2023-12-03 11:33:00 Sunday ET
Macro innovations and asset alphas show significant mutual causation. April 2023 This brief article draws from the recent research publicati
2017-08-07 09:39:00 Monday ET
Global financial markets suffer as President Trump promises *fire and fury* in response to the recent report that North Korea has successfully miniaturized
2019-08-03 09:28:00 Saturday ET
U.S. inflation has become sustainably less than the 2% policy target in recent years. As Harvard macro economist Robert Barro indicates, U.S. inflation has
2027-04-30 12:31:00 Friday ET
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
2019-05-30 16:44:00 Thursday ET
AYA Analytica finbuzz podcast channel on YouTube May 2019 In this podcast, we discuss several topical issues as of May 2019: (1) Our proprietary alp
2017-04-01 06:40:00 Saturday ET
With the current interest rate hike, large banks and insurance companies are likely to benefit from higher equity risk premiums and interest rate spreads.