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Biden Ideologic Shift
Date: 16 August, 2021
¨Forty years ago, we chose the wrong path¨ …¨ ¨We are now 40 years into the experiment of letting giant. . . .
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Noise and signal
Date: 26 July, 2021
Usually, it takes the central banks to ¨remove the punchball¨, or a recession, to seriously derail financial markets. At first,. . . .
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Overthink
Date: 15 July, 2021
Sometimes it does not take much for economic forecasters and markets’ mood, which are fickle by nature, to turn around.. . . .
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A thorn in the flesh
Date: 5 July, 2021
The wealth effect engineered by the Fed, thanks to its ultra-accommodative monetary policy, is observable not only in equity markets,. . . .
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Heterogenous
Date: 28 June, 2021
¨Inflation¨, this strange animal Everyone talks about it, each economist gives his or her opinion, historians multiply comparisons. In fact,. . . .
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