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This is not a three bank problem. linkedin.com/posts/camharve… Research Affiliates Duke Fuqua Balaji

The Fed should terminate rate hikes - not "pause". I made my case on Squawk Box today and with more detail in this post. linkedin.com/posts/camharve…

My take on seven key risks that the economy faces: linkedin.com/posts/camharve…

My analysis of the current economic situation: linkedin.com/posts/camharve…

My thoughts on the inflation release today: linkedin.com/posts/camharve…

My thoughts on the recent Fed inaction and the employment report. linkedin.com/posts/camharve… Duke Fuqua

See my thoughts on Fed inaction and market uncertainty. linkedin.com/posts/camharve…

Assessing the chances of soft-landing and hard-landing. Duke Fuqua Research Affiliates linkedin.com/posts/camharve…

My comments on the CPI and Fed's strategy. Next week I will post an article: "Why the Sahm Rule is Providing a False Signal and How it can be Fixed" Research Affiliates Duke Fuqua linkedin.com/posts/camharve…

My comments on the Sahm Rule sending a false signal. Duke Fuqua Research Affiliates linkedin.com/posts/camharve…

Thoughts on Non-Farm Payroll revision and whether employment can be a leading indicator. Duke Fuqua Research Affiliates linkedin.com/posts/camharve…

Hedging the FX exposure of global equity investments is often falsely framed as 'To hedge or not to hedge - that is the question'. Our research shows that static or binary choices are not optimal. Best to consider the interest rate environment in the home country vs. target

My thoughts on recent pronouncements on the end of business cycles. Duke Fuqua Research Affiliates linkedin.com/posts/camharve…

My new research on rebalancing costs. Duke Fuqua Research Affiliates linkedin.com/posts/camharve…

My new paper can be downloaded here: papers.ssrn.com/sol3/papers.cf… Fahad Saleh

The Fed has reduced growth projections and slowed the pace of QT. Gold is up. What is going on with gold? Duke Fuqua Research Affiliates linkedin.com/posts/camharve…

Time to pivot. Duke Fuqua Research Affiliates linkedin.com/posts/camharve…

The forces driving the recent surge in the price of gold. Research Affiliates Duke Fuqua linkedin.com/posts/camharve…