Seeing Through the US Shutdown: Real-Time Insights from Alternative Data

Masami Johnstone 16/10/2025 Masami Johnstone 16/10/2025

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Mispricing Stagflation: What Markets Got Wrong About Trump 2.0

Masami Johnstone 25/08/2025 Masami Johnstone 25/08/2025

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Tariffs in Transit: The Delayed Shockwave Begins to Hit US Trade

Masami Johnstone 18/06/2025 Masami Johnstone 18/06/2025

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Nowcasting the new regime: Is US Exceptionalism over?

Masami Johnstone 07/05/2025 Masami Johnstone 07/05/2025

Nowcasting the new regime: Is US Exceptionalism over?

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