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The Federal Reserve's current interest rate hike may lead to the next economic recession as credit supply growth ebbs and flows through the business cyc
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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
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Jonathan Baker frames the current debate over antitrust merger review and enforcement in America. Jonathan Baker (2019) The antitrust paradi
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Goldman Sachs follows the timeless business principles and best practices in financial market design and investment management. William Cohan (2011) M
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Global debt surges to $250 trillion in the fiscal year 2019. The International Institute of Finance analytic report shows that both China and the U.S. accou
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Macro innovations and asset alphas show significant mutual causation. April 2023 This brief article draws from the recent research publicati