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Executive Summary Buying a home is now more expensive than renting in many parts of the world. In the US and UK, disappearing homebuyers combined with a flood of home-sellers will weigh on home prices over the next 6-12 months. Falling employment and…
Executive Summary Analysts Have Little Confidence In Their Forecasts Analysts Have Little Confidence In Their Forecasts…
Executive Summary Autocracy Hurts Productivity Autocracy Hurts Productivity…
Executive Summary Chinese Infrastructure Investment Growth: A Slowdown Ahead Chinese Infrastructure Investment Growth: A Slowdown Ahead…
Executive Summary Indian Voter’s Economic Miseries Are Ascendant Indian Voter's Economic Miseries Are Ascendant…
Listen to a short summary of this report.         Executive Summary The US Inflation Surprise Index Has Rolled Over Goldilocks: A Skeptical Q&A…
Executive Summary Allies Still Have Faith In USD Allies Still Have Faith In USD…
Executive Summary The Declining Value Of An Old Friendship Indo-Russian Relations: Quo Vadis…
Executive Summary Semi Shipments-To-Inventory Ratios Are Falling In Korea And Taiwan Semi Shipments-To-Inventory Ratios Are Falling In Korea And Taiwan…
Executive Summary The structural downtrend in Chinese bond yields has a lot further to go, because it is helping to let the air out gently of stratospheric valuations in the real estate sector, and thereby preventing a hard landing for the Chinese economy…