Practical analysis for investment professionals
Campbell Harvey
Can the Fed Pull Off a Soft Landing?
The yield curve is inverted, implying an imminent recession, but the stock market is at or near record highs. What can we make of these contradictory signals?
DeFi-ing the Rules: Five Opportunities and Five Risks of Decentralized Finance
Campbell Harvey explains why DeFi has such transformative potential.
Navigating a China Dip
Visiting Hong Kong for the first time in two decades, Mark Harrison, CFA, sees evidence of breakneck economic transformation everywhere. But what happens when the music stops?