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    The Covid-19 Import Boom Conundrum

    Finally, some traction

    Finding Reality in a Yo-Yo Economy

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    Yo-Yo Economy

    Trying to forecast in an environment that resembles a yo-yo in terms of economic data and policy is becoming an extreme challenge. What are the fundamental drivers pushing the economic growth and sales? We are seeing that the traditional methodology of forecasting is becoming unreliable. Perhaps we should focus more on White House tweets, which appear to determine short-term economic factors whether they are true or not. Interest rates were on the rise recently, suggesting th
     

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