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#businesscycle — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #businesscycle, aggregated by home.social.

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  1. 1 #TorstenSlok, chief economist, Apollo Global Management:
    The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
    🧵

  2. 1 #TorstenSlok, chief economist, Apollo Global Management:
    The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
    🧵

  3. 1 #TorstenSlok, chief economist, Apollo Global Management:
    The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
    🧵

  4. 1 #TorstenSlok, chief economist, Apollo Global Management:
    The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
    🧵

  5. 1 #TorstenSlok, chief economist, Apollo Global Management:
    The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
    🧵

  6. #Stocks are not now and have never been useful predictors of the #businesscycle. Even when there were good reasons to be worried about a coming downturn, it’s very hard to find cases in which the #stockmarket gave advance warning.” paulkrugman.substack.com/p/about-that...

    About That Stock Market

  7. #Stocks are not now and have never been useful predictors of the #businesscycle. Even when there were good reasons to be worried about a coming downturn, it’s very hard to find cases in which the #stockmarket gave advance warning.” paulkrugman.substack.com/p/about-that...

    About That Stock Market

  8. 💡 Care about others, and they’ll care about you.

    Value-driven relationships create a powerful cycle of trust and success.
    In life and business, it all comes down to genuine connection. 🤝✨

    #NomadFoundr #ValueDriven #LifeQuotes #Startup #BusinessCycle

  9. 💡 Care about others, and they’ll care about you.

    Value-driven relationships create a powerful cycle of trust and success.
    In life and business, it all comes down to genuine connection. 🤝✨

    #NomadFoundr #ValueDriven #LifeQuotes #Startup #BusinessCycle

  10. 💡 Care about others, and they’ll care about you.

    Value-driven relationships create a powerful cycle of trust and success.
    In life and business, it all comes down to genuine connection. 🤝✨

    #NomadFoundr #ValueDriven #LifeQuotes #Startup #BusinessCycle

  11. Any good papers on #tech vs other sectors (incl. the labour market) during the different phases of the #businesscycle?

    #econresearch #econtwitter

  12. Any good papers on #tech vs other sectors (incl. the labour market) during the different phases of the #businesscycle?

    #econresearch #econtwitter

  13. Hello all!

    I'm a PhD student at King's Business School, King's College London (#KCL) and also affiliated with the Qatar Centre for Global Banking and Finance (#QCGBF).

    I'm interested in applied #timeseries, #businesscycle analysis and lately, I've been studying #regimeswitching models.

    My homepage is szlatanos.github.io/

    #introduction #econtwitter #econometrics #macroeconometrics

  14. Hello all!

    I'm a PhD student at King's Business School, King's College London (#KCL) and also affiliated with the Qatar Centre for Global Banking and Finance (#QCGBF).

    I'm interested in applied #timeseries, #businesscycle analysis and lately, I've been studying #regimeswitching models.

    My homepage is szlatanos.github.io/

    #introduction #econtwitter #econometrics #macroeconometrics

  15. Hello all!

    I'm a PhD student at King's Business School, King's College London (#KCL) and also affiliated with the Qatar Centre for Global Banking and Finance (#QCGBF).

    I'm interested in applied #timeseries, #businesscycle analysis and lately, I've been studying #regimeswitching models.

    My homepage is szlatanos.github.io/

    #introduction #econtwitter #econometrics #macroeconometrics

  16. Hello all!

    I'm a PhD student at King's Business School, King's College London (#KCL) and also affiliated with the Qatar Centre for Global Banking and Finance (#QCGBF).

    I'm interested in applied #timeseries, #businesscycle analysis and lately, I've been studying #regimeswitching models.

    My homepage is szlatanos.github.io/

    #introduction #econtwitter #econometrics #macroeconometrics

  17. Hello all!

    I'm a PhD student at King's Business School, King's College London (#KCL) and also affiliated with the Qatar Centre for Global Banking and Finance (#QCGBF).

    I'm interested in applied #timeseries, #businesscycle analysis and lately, I've been studying #regimeswitching models.

    My homepage is szlatanos.github.io/

    #introduction #econtwitter #econometrics #macroeconometrics