A blog post about the the shift in market sentiment in response to the US non-farm payroll report for July 2024, and what it might mean for the wider global economy, markets and data over the next few months.

Alpha Sources

01.09.2024

The fertility wars — Alpha Sources.CV

The political flurry in the US over the virtues of parenthood and a high birth rate is part of a much larger cultural moment in which the debate on the significance of falling global fertility is pitting two increasingly militant and unyielding sides against each other. We have trade wars , cu

Alpha Sources

09.09.2024

Things to think about #6 - An Irish murder mystery, global fertility and the Armas Substack — Alpha Sources.CV

I’ve recently spent ten days on the lovely Adriatic coast on Croatia. It is the second time I have holidayed in the country, and I wasn’t disappointed. Its inviting coastline—especially between Split and Dubrovnik—is as good a retreat for sun and relaxation as anywhere in southern Europe’s other mor

Alpha Sources

15.09.2024

The Fertility Wars (Audio essay) — Alpha Sources.CV

Some people like to read, some people like to listen, some people prefer to write, while some speak. I am a bit of a mix, and if you are too, it’s possible that you’d prefer to listen to some of the writing on Alpha Sources rather reading it on a screen. Up until recently, that wasn’t really possibl

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Economy

All Change? — Alpha Sources.CV

The fertility wars — Alpha Sources.CV

Things to think about #6 - An Irish murder mystery, global fertility and the Armas Substack — Alpha Sources.CV

The Fertility Wars (Audio essay) — Alpha Sources.CV

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