Why a Shrinking Fed Balance Sheet Will Inevitably Lead to Recession in 2018

Trump Now Has a Clear Path to Damage the Fed, Even as He Loses Political Ground

Trump as a One-Man Wrecking Crew for World Order

Transport Sector, China and Asia-focused Research

Charles De Trenck

Macroeconomics

Have you read economics papers from the 1950s or material Alan Greenspan wrote in his early days? Certainly nothing to write home about. But then again, have we thought about the status and impact of economic series that have been coming out over the last 10-20 years. The headline tools haven’t changed much have they?Of course this is why hedge funds and more creative types have been hunting for new data series for awhile, as seen in pieces such as this <a href="https://www.cnbc.com/2017/11/28/making-millions-from-the-data-hidden-in-plain-sight.html" target="_blank">one</a>  Hey: it turns out some bulk shipping…

Have you read economics papers from the 1950s or material Alan Greenspan wrote in his early days? Certainly nothing to write home about. But then again, have we thought about the status and impact of economic series that have been coming out over the last 10-20 years. The headline tools haven’t changed much have they?Of course this is why hedge funds and more creative types have been hunting for new data series for awhile, as seen in pieces such as this one  Hey: it turns out some bulk shipping…

Fund Manager Meeting Notes: Economists Back to Drawing Board