Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. Attention on Trade and Tariffs is now as high as we have measured…
Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. Attention to central bank narratives continued to rise in January, to nearly the…
Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. Our attention measure for Inflation narratives rose somewhat in January, probably the result…
In which we hear the term, ‘megadeal hunger’, contemplate a Larry Fink v. Ken Fisher celebrity steel cage match, and boggle at the unironic advocacy of regulation as the solution for lack of trust in blockchain applications.
For every historical Narrative there is a counter-narrative, and every time history repeats itself, the main narrative gets weaker and the counter-narrative gets stronger.
That’s a problem for Jay Powell, as the counter-narrative of Central Banker Lapdog is getting stronger.
The near-term focus of financial markets coverage seems squarely on M&A in the U.S. Elsewhere, Lord Fink (!) roasts Corbyn and Australian housing has become a media obsession.
In which we see a week full of insurance earnings, continued trade concerns, ‘warming to nuclear’ and a humble request to stop naming things “Exelon.”
There is a paradox – only it isn’t really a paradox – in that to act boldly on and hold loosely to our beliefs requires us to design processes which are subject to an almost opposite standard.
Amazon ‘buts’, all sorts of January 1987 comparisons, a grab bag of central banking and politics, and a notable omission from your Brexit Bunker.
We no longer have real discussions about critical civic issues in part because we’ve stopped calling things by their proper name. Our lack of nuance causes those conversations to degrade into predictable, exhausting patterns. Let’s figure this out before it’s too late.