The Fed’s January 30th FOMC meeting produced one of the most consequential shifts in Monetary Policy that I can recall. Rate hikes were put on hold. Quantitative
Richard Duncan
Recent Posts by Richard Duncan
Investment in Research and Development (R&D) today will be a decisive factor in determining which companies and which countries dominate the future. The new Macro
The global economy may well collapse into a new Great Depression. But if it does, it will be due to policy mistakes, not because of some
The inversion of the yield curve is considered to be one of the most accurate predictors of recessions. It has inverted before every US recession
Tensions between the United States and China intensified last week when the CFO of one of China’s largest tech companies was arrested in Canada at