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Macro Thoughts

Analysis, Ideas and Reflections on Macroeconomic Topics

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''Main Invisible Contre Pied dans le Derriere''

"Travaux Pratiques: Ce qu'il faut avoir ou ne pas avoir dans les Marches des Actions en Euroland"

Charles Gave
Institut Des Libertés, 22 January 2024

Deposit Convexity, Monetary Policy, and Financial Stability

Working Paper

Emily Greenwald, Sam Schulhofer-Wohl, Joshua Younger
Federal Reserve Bank of Dallas, Research Department, Working Paper 2315, October 2023

The Great Crash of 1762

There are years that are remembered by all investors when bull markets hit tops or bear markets hit bottoms. Some of the years associated with global market tops are 1720, 1929, 1987 and 2007. Similarly, there are years when global markets hit bottoms in 1848, 1932, 1974, 2009 and 2020. But some market bottoms have been forgotten.

Dr. Bryan Taylor, Chief Economist
Global Financial Data, December 13, 2023

Diversification

China gains export share outside the U.S.

Wenli Zheng
T. Rowe Price,  December 2023

Friedrich Hayek: A Biography

In the first full biography of Friedrich Hayek (1899-1992), Alan Ebenstein chronicles the life, works, and legacy of the visionary thinker, from his early years in fin-de-siècle Vienna to his remarkable career as a Nobel Prize winning economist, political philosopher, and leading public intellectual.

Dr. Alan Ebenstein
University of Chicago Press, April 15, 2003

Three Monkeys Media, Trump and the markets

Media Commentators are currently behaving like the three wise monkeys with regards to Donald Trump; they don't want to hear what he is saying, watch his rallies or talk about his likely policies. But the markets are starting to pay attention, especially the energy markets.

Mark Tinker
Market Thinking, December 8, 2023

As the Government and the Bureaucracy expand excessively, they become the Enemy of the People

Dr. Marc Faber
Gloom, Boom & Doom Report, Monthly Market Commentary, November 1, 2023

''What we have is government of the people, by the bureaucrats, for the bureaucrats!'

Quote

Milton Friedman
Cato Institute, speech at the opening of its new building, May 1993

''It’s a funny thing.''

Excerpt / Quote

Milton Friedman
Cato Institute, speech at the opening of its new building, May 1993

Stay Cool Amid Bond Yields’ Sentiment-Driven Spike

“Evidently, bonds got tired of being called boring and decided to grab some headlines."

Fisher Investments Editorial Staff
Fisher Investments, 3 October 2023
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