- Bloomberg: "U.S.-China Trade Booms as If Virus, Tariffs Never Happened"
- The Wall Street Journal: "A Key Gauge of Future Inflation Is Easing" ...
RESEARCH & THOUGHT PIECES FROM OUR TEAM
Although no economy is the same and there are relevant differences between the Japanese and the US or European macro setup, we can learn quite a few things by studying what happened in a jurisdiction that experimented with QE and ‘‘QE + fiscal’’ already 20-30 years ago.
The rise of Robinhood and the frenzy surrounding GameStop Corp. earlier this year signaled the growing importance of retail investors. The stock market had been largely dominated by institutional investors since the crash of 2008, but Covid-19 and the Federal Reserve’s accommodative...
The biggest wildcard for U.S. inflation over the next year doesn’t come from used cars or airline fares. Instead, it is housing.
- The Wall Street Journal: "Rising Rents Pose Risks to the Fed’s Inflation Outlook"
- Verdad: "Are Financial Crises Predictable"
- Reuters: "Global Venture...
A handful of powerful companies control the majority market share of almost 80% of dozens of grocery items bought regularly by ordinary Americans, new analysis reveals.
- The Guardian: "Revealed: The True Extent of America's Food Monopolies, and Who Pays the Price"
- Bloomberg: "Are Stratospheric...
Workers saw their hourly pay in June jump at the fastest clip in more than a decade. Yet some of them saw those gains erased by high levels of inflation.
The entire auto industry has been hobbled for months by the worldwide shortage of semiconductor chips, which has prevented manufacturers from producing enough vehicles to meet the demand from Americans eager to spend their pandemic savings and stimulus checks. As a result, many dealerships are...
Wall Street investors have bought into the Federal Reserve’s assurances that higher inflation won’t last, but a looming trend will test their composure over the coming months: soaring home and rental costs.
- The Wall Street Journal: "‘Financially Hobbled for Life’: The...
China’s debt has grown dramatically over the past decade and is one of the biggest economic challenges confronting the ruling Chinese Communist Party, which turns 100 this week.
Real GDP growth in the United States came in at an annualized 6.4% in the first quarter. The Fed now estimates 7% GDP growth for all of 2021. That would be the highest level of growth since 1984. The latest inflation rate checked in at 5% over the previous 12 months. That is the highest level of...
It’s tempting for governments to pull back on funding pensions when times are good but near-impossible to make it up when they’re not.
The battle against climate change is relying on the same polluting building block that drove the second Industrial Revolution a century and a half ago.
- Bloomberg: "The Green Revolution Is Being Built on a Very Dirty Industry"
- The New York Times: "The Lithium Gold Rush"
- Bloomberg: "California...
National oil champions are likely to fill the gap left by private-sector players—meaning emissions won't shrink as fast as the supermajors.
- Bloomberg: "The Retreat of Exxon and the Oil Majors Won’t Stop Fossil Fuel"
- The New York Times: "Farewell, Millennial Lifestyle Subsidy"
- Vox: ...
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