Tag Archive: Political Economy of Tomorrow

Cool Video: A Tentative Answer to the Low Vol Question

I had the privilege of joining the set of anchors (Julie Chatterley, Scarlet Fu, and Joe Weisenthal on the set of "What'd You Miss"  today. The unrehearsed discussion took an unexpected turn when Joe asked about the low volatility. 

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Two Overlooked Takeaways from Draghi at Jackson Hole

The consensus narrative from the Jackson Hole Symposium was the Yellen and Draghi used their speeches to argue against dismantling financial regulation and the drift toward protectionism. Many cast this as a push against US President Trump, but this may be too narrow understanding.

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A Few Thoughts about the US Labor Market

The 94 mln people POTUS claims are not working is true but terribly misleading. What happened to agriculture a century ago is happening to manufacturing. New industries are less labor intensive than smokestack industries.

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Lies, Damn Lies, and Taxes

President Trump hinted at the end of last week that the Administration's tax proposals would be aired in the next two or three weeks. This seems to be a signal of its inclusion in his address to both houses of Congress on February 28. This is not quite a State of the Union speech, but similar and precisely what Obama did in February 2009.

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New Book: Political Economy of Tomorrow

My new book,Political Economy of Tomorrowhas just been published, and it is available onAmazon. The book is not so much of a sequel to my first book,Making Sense of the Dollar. There is very little about the foreign exchange market in the new book. However, it is not wholly new cloth either.

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