Macroeconomics

The Market Doth Protest

The trade dispute has been on everyone's mind. To understand it, you have to take it for what it is: a Shakespearean drama. In that vein, we present to you, "The Market Doth Protest," a play in five acts. You can decide whether it is Much Ado About Nothing, A Comedy of Errors, or All's Well that Ends Well.

Macroeconomics

Another Quant Tale

At AQR, we often speak in numbers and graphs. This week, we show our softer side by listening to what the market is telling us about growth, inflation, and monetary policy.

Macroeconomics

China’s Current Account Endgame

As trade talks grind on, much of the market talk about China has been about short-term measures such as rate cuts and fiscal stimulus. Beneath this, some more important economic changes are occurring: China has gone from being one of the largest current account surplus countries in the world to being close to deficit. Find out why this is happening in this week’s Wrap Up.

Macroeconomics

Winter is Coming Before Brexit

Does reading about Brexit make you feel like a guest of Ramsay Bolton? This week we try to give you a clear account of what is going on and what to look for in markets. It won’t bring peace to the Seven Kingdoms, but it may answer some of your questions about Brexit