Let us stop for a moment to consider all that is happening with the new administration’s new economic trade policies...
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This market has been trying to digest a series of unexpected policy disappointments. Most corporate executives thought we...
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A quick note on tariffs: Over the past few weeks, I’ve been putting together my quarterly call for clients. The...
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Calculation: BEA Table 3.1 Line 20 (Current Expenditures) divided by Table 1.1.5 Line 1 (GDP). Alternatively, Item #2 below divided by...
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This week, I speak with Stephanie Kelton, Professor of Economics and Public Policy at Stony Brook University and Senior...
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The transcript from this week’s, MiB: Philipp Carlsson-Szlezak, Global Chief Economist for BCG, is below. You can...
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This week, I speak with Philipp Carlsson, Global Chief Economist for Boston Consulting Group. Prior to this role...
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Last week’s “Tune Out the Noise“ was my suggestion that investors should not get drawn into the firehose of...
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The transcript from this week’s, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0, is below. You can...
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This week, we speak with Torsten Slok, Partner and Chief Economist at Apollo Global Management. Prior to his time at...
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