📑 Research Notes for 2021-11-29
This week, we look at the Omicron variant, one-year inflation expectations, Japan's subdued inflation, and financial capitalism.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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Omicron Covid-19 Cases Detected in U.K., Australia and Italy.
(Wall Street Journal)
The U.K., Australia and Italy have detected the Omicron variant of the coronavirus, as other nations investigated suspected cases of a strain that health authorities say could be more transmissible and has been driving a jump in infections in South Africa.
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One-Year Inflation Expectations.
(EconoBrowser)
Expectations and forecasts from economists continue to diverge from consumer based expectations.
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The Case of Japan’s Curiously Quiescent Inflation Rate.
(The Economist)
Inflation is surging around the world, with price rises now exceeding central banks’ targets. But Japan is a notable holdout. Although policymakers there have long sought to generate inflation, consumer prices still refuse to budge.
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Modern Variants of Capitalism, Part 2: Financial Capitalism
(CFA Institute)
Advanced economies started cooling off about 50 years ago. Official data state it plainly. For the past two decades, most economies in North America and Europe have slowed to a crawl or stalled altogether.
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Curated by Joseph Lu, CFA®
Joseph has over a decade of experience as an investment professional, primarily in quantitative analysis and portfolio management roles. He is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder. The CFA charter is a globally respected, graduate-level investment credential by the CFA Institute, a global association of more than 90,000 investment professionals working in over 133 countries.
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