Investing amid Trade Wars (Sparkline Capital)
We develop a framework to measure firms’ global trade exposure based on their reliance on foreign revenues, supply…
Markets Outlook
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A Trade Breakdown (Lyn Alden)
This issue covers: the current and historical dynamics of global trade, an assessment of the current attempt to…
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Will AI Doctors Disrupt Drug Commercialization? (UBS AM)
AI and large language models are set to revolutionize drug commercialization, transforming traditional marketing…
Trump Has Constraints (UBS AM)
Recent de-escalations on trade and Fed Chair Powell show sensitivity to the bond market and the potential for…
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