Good morning. Nice one!
Another good piece of Blitz: ETFs are on aggregate neutral on factor exposure
The art -not the science- of Economics. From “Forecasting euro area inflation
using targeted predictors”
A report looking at whether semiconductor price declines are recorded correctly in the PPI… (spoiler alert: nope)
Whicjh US state would suffer in a NAFTA meltdown?
Cool interactive way of visualising Mexican-US trade
Say what??? Factor Investing is more art, and less science
UK house prices over seven centuries…
Political risk deviates from what we have seen in the past
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