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Showing posts with the label Productivity

Europe After the Peak?

  Europe can remain one of the world’s richest regions while becoming less central to how the global economy grows, finances innovation and exercises power. The phrase “Europe in decline” is usually where useful analysis goes to die.

Productivity, Employment and the Possibility of a Higher U.S. Speed Limit

I still remember November 2022. Rather than calculating valuations, I was drawing countless lines to catch the bottom on charts. After months of relentless declines, something in the market was beginning to change.