Month: October 2018
Inflation Monitor – 10.31.2018
After several months of increasing cohesiveness around an inflation-is-coming Narrative, attention to the topic has been tapering in early Q4 Right now we think this…
Central Bank Omnipotence Monitor – 10.31.2018
The Narrative of coordinated global central banking policy has been restrained for an extended period, including most of 2018. After a brief rise along with…
Trade and Tariffs Monitor – 10.31.2018
While it is only a single data point, our October attention measure rose from its very low base over the prior three months. Our aggregate…
US Fiscal Policy Monitor – 10.31.2018
After climbing as usual (and, we think, in more muted fashion) in connection with mid-term elections, attention to US Fiscal Policy narratives ticked down modestly…
Credit Cycle Monitor – 10.31.2018
While articles including key credit terms continued to rise in October, their internal coherence continued to fall. This means that stories tended to cover individual…