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In the wake of the lackluster update to the ‘jobs report‘ that was recently released, I thought I’d post a quick update regarding the macroeconomic data that we used in [...]

As you may have seen in our recently released infographic, John and I identified three broad macro trends that we feel will shape the world over the next 3 – 5 years. Increased Personal [...]

Towards the end of last year, my fellow associate, John Lanahan, and I started collaborating on a research project.  The goal of the project was to distill our views on the broader macro economy [...]