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Day: September 1, 2022

What If ‘Normal’ Isn’t What We Think It Is?

What If ‘Normal’ Isn’t What We Think It Is?

September 1, 2022September 2, 20225 min read

The past two years prompted quite a bit of soul-searching for humanity, and particularly for citizens fortunate enough to reside in advanced economies, which we

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17 Comments on What If ‘Normal’ Isn’t What We Think It Is?
Things Just Got ‘Real’

Things Just Got ‘Real’

September 1, 2022September 3, 20223 min read

An increasingly acute tightening impulse from a buoyant dollar and surging US real yields is turning the screws on risk assets. The move crescendoed midway

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4 Comments on Things Just Got ‘Real’
China Descends Further Into Crisis With Megacity Lockdown

China Descends Further Into Crisis With Megacity Lockdown

September 1, 2022September 8, 20226 min read

Markets warily eyed a bevy of inauspicious developments as September dawned, including a new COVID lockdown in China, where residents of Chengdu, home to more

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12 Comments on China Descends Further Into Crisis With Megacity Lockdown
‘Manufacturing’ A Narrative Before ‘The Music Stops’

‘Manufacturing’ A Narrative Before ‘The Music Stops’

September 1, 2022September 3, 20223 min read

The US economy is resilient. So said top-tier data released on Thursday, less than 24 hours ahead of a crucial jobs report which, together with

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