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BlackRock Jan 25
We believe the U.S. economy will enter the late stage of the in the first half of 2019. The key question is how long this phase will last–and historically the length of this phase has varied considerably.
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Thomas Costerg 7m
US PPI - a good indicator of the US - posted another positive month in November (+0.8% from +0.4% in October). The 3m/3m print is back in positive. Is it a sign that the US cycle has already turned for the better? Let's watch this space
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DorineBoumans Dec 19
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Per Bylund Feb 5
My brief summary of what's wrong with studies in : they're looking in the wrong place.
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NBER 10 Dec 18
Buildups in firms’ borrowing ratios can predict coming employment declines in those firms’ geographical regions, from Xavier Giroud and Holger M. Mueller
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Luca Paolini Aug 20
can’t be abolished. already overstimulating by c3% of , as in the 70s. Spend better not more ( instead of more tax cuts).
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Michaela Schmöller Sep 26
We present in our new BoF DP an estimated medium-scale DSGE model with endogenous technology through R&D and technology adoption to analyze the drivers behind the slowdown and persistence in the .
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Lakshman Achuthan May 13
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ISABELNET Nov 21
🌐 Valuation Interesting chart showing the current avg overvaluation estimates across equities, bonds & house prices in major advanced economies 👉 h/t
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Jack Brown May 22
Replying to @22Bishopsgate
And a pleasure to launch at and make the most of the flexible, open plan office space
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Geoff Cutmore Sep 3
Question: If expectations for a 50bp rate cut from in September firmed on the poor data why didn't rally? Is bad economic news no longer GOOD for markets? Are we reaching point of central bank impotence?
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Tom Woods Suggests Nov 3
Meltdown by Thomas E. Woods, Jr.
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MC-WEALTH Jan 4
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Nick Reece, CFA Aug 15
New cycle low in US household delinquency rate, NY Fed report just released:
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CBS.nl Statistics Sep 23
According to the Business Cycle Tracer, the economic picture is less favourable in September than in August. How confident are consumers and producers?
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Constantin Gurdgiev Jul 3
You will like this: We are all behavioral animals... True Economics: 3/7/19: Record : and Perceptions
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Tom Woods Suggests Nov 29
My Reply to Krugman on Austrian Business Cycle Theory by Robert P. Murphy
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ISABELNET 2h
🇺🇸 Corporate Profits US corporate profits are at risk in the late stage of the expansion 👉 h/t
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Gene Shear Jun 29
Identifying the exact month or months when a starts and ends is part science and part art. Learn what Chief Economist sees in the bond market.
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MauriceManley2 10h
Know what your business cycle is. When to sell, when to introduce a new product or service, when to enter another market and more.
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