economics

Latest news and analysis on economics

Macro

Three scenarios to manage market turmoil

The range of scenarios is broad but can be grouped into rollbacks, reordering or retaliation to help manage investment risk.
Isaac Poole
Ascalon Capital
Education

Media worth consuming – March 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – February 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – January 2025

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – December 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – November 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – October 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – September 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Macro

A fundamental change to the economics of AI?

Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI.
Damien Klassen
Nucleus Wealth
Education

Media worth consuming – August 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – July 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – June 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – May 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – April 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – March 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Macro

Stock market records are tumbling! The low-down on new Fed messaging and where rates are headed in 2024

Stocks and other risky assets are soaring as the FOMC keeps US rates on hold. What is the likelihood and timing of potential US rate cuts?
Carl Capolingua
Livewire Markets
Asset Allocation

Soft landing or recession? These 3 economic indicators will tell you the answer

The equity rally reflects optimism about AI-driven growth. But downside risks remain. Here are three scenarios to help manage portfolios.
Isaac Poole
Ascalon Capital
Education

Media worth consuming – February 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media worth consuming – January 2024

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
Education

Media Worth Consuming – December 2023

Interesting and under the radar media on finance, economics, politics and society
Jonathan Rochford
Narrow Road Capital
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