Weekly Selection
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COVID-19 Note #23
One year in and the race towards herd immunity is on. But the pace of the race and who is currently out in front [...]
Monthly Barometer
Some inflation in the near future is a possibility but the deeper trends are disinflationary. When will it happen and what will it look like? [...]
Monthly Barometer
Virus variants are stealing a march on vaccination efforts. Linear thinking will always fail to pick up the financial (and other) impact of macro events. [...]
