2019-01-29 10:33:00 Tuesday ET
Global trade transforms from labor cost arbitrage to high-skill knowledge work. In fact, multinational manufacturers have been trying to create global suppl
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
2019-08-05 13:30:00 Monday ET
China continues to sell U.S. Treasury bonds amid Sino-U.S. trade truce uncertainty. In mid-2019, China reduces its U.S. Treasury bond positions by $20.5 bil
2019-11-09 16:38:00 Saturday ET
Federal Reserve Chairman Jerome Powell indicates that the central bank would resume Treasury purchases to avoid turmoil in money markets. Powell indicates t
2022-03-05 09:27:00 Saturday ET
Addendum on empirical tests of multi-factor models for asset return prediction Fama and French (2015) propose an empirical five-factor asset pricing mode
2020-05-07 08:26:00 Thursday ET
Disruptive innovators often apply their 5 major pragmatic skills in new blue-ocean niche discovery and market share dominance. Jeff Dyer, Hal Gregersen,