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How the Attention Economy Is Devouring Gen Z — and the Rest of Us transcript The last few episodes of the show have been about attention, but about attention in terms of something else. Attention in ...
Explore 2025's market trends: policy shifts, trade volatility, Fed rate cuts, and S&P 500 insights. See my forecast of what ...
Treasuries dropped hard on Tuesday as bond markets from the US to Europe got slammed by worries out of Japan. The yield on ...
The U.S. net foreign asset position has declined sharply since 2007 and is currently negative 65 percent of U.S. GDP. This deterioration primarily reflects a U.S.-specific rise in corporate asset ...
We believe that Omnicom has a narrow moat attributable to intangible assets. Intangible assets are derived from decades of granular data on omnichannel and global marketing campaign performance, ...
US stocks face extreme valuations as the S&P 500's risk premium narrows. Explore the challenges of GDP growth, AI gains & ...
Chinese government advisers are stepping up calls to make the household sector's contribution to broader economic growth a ...
Mind the ever-present risks: Of course, we should not get complacent. There will always be risks to worry about, such as U.S.
Stock markets are up and tax cuts are coming for some, but consumer spending is slowing and the full effects of tariffs have ...
I jointly estimate monthly series for GDP and eight subcomponents for the US since 1950. The series match 1) quarterly national accounts equivalents, 2) exact data on monthly consumption, and 3) past ...
The U.S. tax and spending bill passed on July 3 is expected to add more than $3 trillion to the country’s deficit over the ...
U.S. policymakers are increasingly anxious about the integrity of certain government benchmarks, crucial data points that help the Fed assess the economy’s health and guide interest rate decisions.