Alternative Economics

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How does the S&P500 work really?
Why long term growth of broad-based indexes work
 • 
Qayyum Rajan, CFA
The dragon tries to roar
Or ... is China waking up from its Covid nap ?
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Qayyum Rajan, CFA
[G]rate Expectations
or what is a 'soft landing' anyways ?
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Qayyum Rajan, CFA
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The dragon tries to roar
 • Qayyum Rajan, CFA
[G]rate Expectations
 • Qayyum Rajan, CFA
Inflation - got milk?
 • Qayyum Rajan, CFA
Oil & Gas - where do we go from here?
 • Qayyum Rajan, CFA
A demographic trends manifesto
 • Qayyum Rajan, CFA
Oil & Gas - where do we go from here?
The world seems to be caught in no mans land, but not all hope is lost in the energy world.
 • 
Qayyum Rajan, CFA
Inflation - got milk?
Using alternative data to take a look at the state of inflation (April 2022)
 • 
Qayyum Rajan, CFA
A demographic trends manifesto
Gradually, then suddenly: Demographic trends into 2050 We talk about secular demographic trends quite often. You may have heard the phrases: “The…
 • 
Qayyum Rajan, CFA
Alternative Economics
Where alternative data meets global macro

Alternative Economics

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