I believe we face a major macro shift: a "higher for longer" inflation and interest rate era, redefining the economic and market landscape. This new regime targets around 4% inflation and strong ...

Philosopher Thomas Kuhn’s influential theory of how scientific knowledge is built introduced the term “paradigm shift” to explain a transformation of a field’s ideas and methods. “A Paradigm Shift, or ...

I don’t do many evening events anymore, but last week I attended a dinner where the host put an interesting question: Is the Inflation Reduction Act (IRA) a one-off event or does it represent a ...