(1) How Far Could US Stocks Fall? (1 min read) The latest S&P drawdown ranks as the 8th worst since the start of the bull market in 2009. I analyze the similarities and differences (the Fed) of the current rout with a similar sell off in 2018.
(Bilal Hafeez│ 22nd September, 2020)
Greater inflation risks ahead (BlackRock, 5 pages read)
Unwind: Simple Rotation or Something More Sinister? (Charles Schwab, 5 min read)
Intangible Investment and Low Inflation: A Framework and Some Evidence (IMF, 22 pages read)
Problems with Vaccine Distribution (Twitter, 3 min read)
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