
Beyond the Headlines: Navigating the Economic Landscape with a Long-Term Lens
1/07/2024
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Reflecting on any prior time period, in this case Q2 2024, it’s important to do so in the context of the totality of the picture we’re trying to [...]

Year-to-date Macroeconomic Commentary ~ Audio Recording
27/04/2022
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The first four months of 2022 have been historic for the world, and dramatic for economies and markets. The dynamics involved are ongoing, so the geopolitical [...]
Balancing Act: AI, Geopolitics, Climate, and Inflation