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Topic

Shocks

A collection of 4 issues

Blog: The Market Sings the Who.

The market thinks recession fears are overdone, again.

Blog: Predictability, Chaos and Complexity in Markets

The Nature of Uncertainty Changes over the Market Cycle.

Flash Report: MUSI shifts to a Fragile State

Blog: As Inflation Expectations Untether, Stagflation Looms.

Tariffs are an exogenous shock that can slow growth and increase inflation.