The first quarter of 2024 revealed a more-persistent-than-hoped picture of inflation. While showing significant deceleration compared to 2023 peaks, [...]
In 2023, the dichotomy of our future became starker: a potential utopia or a daunting dystopia. Our path hinges on collective decisions, particularly in [...]
Where investments are made – where capital flows – defines what the economy is. What we purchase and use, how we use it, and how we power it: the whole [...]
End-of-year 2018 was one of the worst that U.S. stock markets have experienced, and traders have no trouble finding reasons for pessimism. Like, maybe [...]
In Q3 2018, we saw that the economy is functioning at a high level. It was a quarter of unusually rapid economic growth in the U.S., enough that the Fed [...]
Q2 2018 saw more than the usual amount of market reverberations emerge from macro policy. First and last on that list: tariffs and the fear of full-blown [...]
Dear Green Alpha Clients & Stakeholders,
Welcome to our review of the Next Economy in 2017, and thoughts about 2018 and beyond.
In 2017, markets held up [...]
The global economy is evolving to new levels of efficiency, while minimizing some of the primary systemic risks that threaten to undermine our ecological [...]
Q1 2024 Macroeconomic Review: Tenacious Inflation’s Lingering Impacts