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Insights and perspectives from our customers and in-house experts
Archive
August 2, 2024
Japan’s Inflation Revolution – an update
Japan’s inflation revolution is continuing. Wage growth and corporate pricing power appear to be the highest in decades, while last year’s corporate profits were the highest ever. Retail investors are scrambling to beat inflation via equity investing, especially via “All Country” index funds. Meanwhile, the BOJ continued to normalize monetary policy on July 31, hiking rates and cutting bond purchases.
Guest blogger
In-house blogger
Tetsuo Harry Ishihara
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July 23, 2024
European business outlook
Rates matter but the focus is shifting beyond 2024
Guest blogger
In-house blogger
Boris Kovacevic
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July 10, 2024
The critical role of Point-in-Time data in economic forecasting and quant trading
In the investment world, accuracy and reliability are paramount. This is the reason why point-in-time (PIT) data is crucial for economic forecasting and quantitative trading strategies. It ensures historical accuracy by preserving data as it was originally reported, along with any subsequent revisions.
Guest blogger
In-house blogger
Grégoire Haftman
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July 4, 2024
Harnessing alternative data and machine learning for enhanced economic forecasting and quant trading strategies
In this blog we capture the views of Saeed Amen of Turnleaf Analytics, Dr Lasse de la Porte Simonsen of Macrosynergy and our in-house economist Meghna Shah.
Guest blogger
In-house blogger
Grégoire Haftman
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