Author: Rusty Guinn
Kitchen Sink It
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Thanksgiving
Office Hours – 2.18.2020
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We Hanged Our Harps Upon the Willows
US Recession Monitor – 1.31.2020
Like other topics, Recession narratives rose somewhat in attention and cohesion, but less dramatically than other categories. We believe that this is because coronavirus outbreak…
Credit and Debt Monitor – 1.31.2020
The decline in the strength of the Q4 Narrative of a risk of “collapse” in credit markets continued in January. Uniquely among our macronarratives, cohesion…
US Fiscal Policy Monitor – 1.31.2020
Like other topics, Recession narratives rose somewhat in attention and cohesion, but less dramatically than other categories. We believe that this is because coronavirus outbreak…
Trade and Tariffs Monitor – 1.31.2020
Attention on Trade and Tariffs topics rose somewhat, but the inclusion of coronavirus language proved a distraction to the stories being told about them rather…
Central Bank Omnipotence Monitor – 1.31.2020
Attention on and cohesion of Central Bank macro narratives rose sharply in January. We believe that this is largely the result of a (hopefully!) short-term…
Inflation Monitor – 1.31.2020
Attention on inflation rose rapidly and surprisingly in January, we think in response to two developments: The very modest emergence of inflation in even heavily…
The Inevitable Afterbirth
The Curious Case of Candidate Sanders
A New Road to Serfdom
The Drum Major Instinct
That Which We Call a Law School
Alpha/Beta Amnesiacs
Credit and Debt Monitor – 12.31.2019
Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…