Latest News

No early retirement for demographic-driven inflation risk

The potential for greater structural shift in price growth from shrinking workforces is rising

logo.png  By NB  Feb 8, 2023

The paradox of financial conditions

A gap has emerged between the US central bank and its peers at a time when its policy signals have become at odds with financial conditions

logo.png  By NB  Feb 7, 2023

Cautionary Tales – The Final Illusion of The Great Lafayette

Golden sparks rained down on The Great Lafayette’s famous show, “The Lion’s Bride”. They looked like they were part of the performance. They weren’t — and soon the theatre was ablaze. How to save the three thousand audience members now trapped in a burnin

logo.png  By NB  Feb 4, 2023

China’s recovery might be a bit less than meets the eye

Investors should not assume this upturn in economic growth will be just like previous ones

logo.png  By NB  Feb 4, 2023