Sitemap - 2021 - Policy Tensor
Why the Fed Will Hike Sooner Than You Think
Are US Investors Underweight China?
Central Banking in the Planetary Impasse
ESG and Carbon Pricing La La Lands
Who has the highest survival probability? Biden, Xi, Putin or Modi?
When will the Fed respond to inflation?
Housing protects investors against inflation — Equities do not
Social Class, NYC Election and Peak Woke
Zelinsky's Cultural Regions and Modernization at Home, 1880-1930
Culture and Modernization in the United States, 1880-1930
Global Polarization and International Bond Market Premia
The Wage Curve in the United States
Why Have Rental Yields Collapsed?
Market Valuation Varies in Lock-Step with Equity Allocation
No Sign Yet of Underlying Inflation Picking Up
The Church's crusade against cousin-marriage did not create the Western nuclear family
The Upside-Down Covid Death Toll is Due to Confounding by Age
Duration and Rating Premia in Investment Grade Municipal Bonds
Is it feasible to publicly fund the global energy transition?
Does the name William M. Martin ring a bell?
Strategic Asset Allocation Revisited
How to Construct a Financial Conditions Index
The Global Financial Cycle and Growth Risk
The Term Structure of Growth Risk
The Making of the Mother of All Economic Booms
Why I am restoring some posts on policytensor.com
A Hierarchical Model of AE Inflation
A Simple Test of the Summers-Blanchard Inflation Hypothesis
Victoria's Broken Promise: Class, Race, and Empire, 1858-1947
Intermediary Positioning and Hard Currency Returns
No Adam Curtis, Trump did not win because of the China Shock
The Dynamic Price of Market Risk
Equity Allocation Predicts Next Quarter's Market Return
Griffin's Problem: Microstructure, Citadel and GameStop
Positive valuation shocks predict bond issuance but not stock issuance
Cross-border banking flows are not priced into the cross-section of US stocks
Cross-border banking flows predict risk appetite
The Risk Premium on the Global Financial Cycle
Cross-border banking flows predict dollar strength
Are Congressmen who challenged the election results in thrall of Trump's base?
Is the SP500 Futures Market More Liquid than the VIX Futures Market?