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endofdebtsupercycle
endofdebtsupercycle PublicThis repository analyzes the end of the 40-year debt supercycle (1980-2020) -- an era of falling interest rates amidst a disinflationary environment driven by globalization. Now, we turn our attent…
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Trade-Imbalances-since-1980
Trade-Imbalances-since-1980 PublicThis report explores the structural, economic, and geopolitical forces driving persistent global trade imbalances since 1980—focusing on how the United States has uniquely sustained decades of trad…
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Bond-Yields-a-comprehensive-look
Bond-Yields-a-comprehensive-look PublicThis report delivers a comprehensive analysis of global bond yields from 1980 to 2025, uncovering how their movements—shaped by inflation, policy, debt, and geopolitics—have profoundly influenced f…
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