Lots to digest over the past 4 weeks. Lots of signals and lots of noises, and very different directions that may move market and geopolitics away from linear dynamics into the more unpredictable realm of “non-linear chaos”. Relatively predictable (and academic) patterns observed in previous crisis can now hinge on Read more
These are our picks for a tumultuous last market week. As usual, all content is external and as such is not covered under AIR Privacy policy except for our comments. We quote former President Bill Clinton’s strategy adviser, James Carville who famously declared in 1992 that “It’s the economy, stupid”. Read more
These are our picks for this week. As usual, all content is external and as such is not covered under AIR Privacy policy except for our comments. Economics Much is unfolding. Post pandemic events were always going to be tumultuous at best as we had anticipated back in April 2020. Read more
These are our picks for this week. As usual, all content is external and as such is not covered under AIR Privacy policy (We have to say that because of Sacramento and Brussels, mostly.)
Economics
We open up with a piece from the Wall Street Journal addressing the impact of the imprudent monetary policies from the Fed and other central banks over the past
This new note is dependent on external contents that we believe are worthy of mention. Each Recenseo (Review) will cover 6-8 topics: OEMs, Supply Chain, Commercial Markets, Defense Markets, Economy, Geopolitics and Technology. All content is external and as such is not covered under AIR Privacy policy (we have to Read more
