I’ve been thinking about time recently. In economics and finance, time is central to our analysis. Most of the information we care about, after all, is spread and dispersed across time. As a result, the way we embed our models with information, and how we sort and organize that information, is often

Alpha Sources

02.09.2025

Equity sector rotation chartbook Aug 2025 - Order is restored, for now — Alpha Sources.CV

As I wait for the September update of the OECD leading indicators —producing data for July and August—I thought I’d introduce another chartbook I've been working on, this time focused on equity sectors. It replicates a variation of a Bloomberg function I used to rely on when I had access to a termi

Alpha Sources

08.09.2025

Global Leading Indicators, August 2025 - Who's afraid of payrolls anyway? — Alpha Sources.CV

Global leading indicators remained robust heading into autumn, despite softening compared to levels at the start of the year. Uncertainty always lurks in financial markets, and currently, (at least) three major questions are weighing on investors—threatening the ongoing optimism in the global econom

Alpha Sources

15.09.2025

Economics brain food — Alpha Sources.CV

Glenn Loury is preparing to host a conference at the Hoover Institute , honouring the life and works of Thomal Sowell . To that end, he is hosting a number of conversations on his podcast. The first one with Emily Skarbek , associate economics professor at Brown University, and the second

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Economy

A question of time — Alpha Sources.CV

Equity sector rotation chartbook Aug 2025 - Order is restored, for now — Alpha Sources.CV

Global Leading Indicators, August 2025 - Who's afraid of payrolls anyway? — Alpha Sources.CV

Economics brain food — Alpha Sources.CV

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