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Home » The Broken Global: Trade Position Is Reshaping Inflation, Yields And Risk-Return Trade-Off
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The Broken Global: Trade Position Is Reshaping Inflation, Yields And Risk-Return Trade-Off

thebusinesstimes.co.ukBy thebusinesstimes.co.uk8 September 20260 Views
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This article was written by

Chief economist and investment strategist with more than 20 years of experience in macroeconomics, capital markets, financial modeling, competition policy and institutional investing. Extensive experience advising investment committees, developing macroeconomic frameworks, building financial databases and translating complex economic developments into investment decisions. Former senior economist at the Bank of Israel, team leader at the Israeli Competition Authority, senior economist at Harel Insurance and chief economist at Amitim Senior Pension Funds. Specialized in global macroeconomics, monetary policy, market structure analysis, asset allocation, geopolitical developments and quantitative research.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: The Author is a Macro Strategist and Economist and is not a registered investment advisor. The information, views, and analysis presented in this article are provided for educational and informational purposes only and do not constitute financial, legal, or investment advice. Readers should conduct their own research or consult with a qualified financial advisor before making any investment decisions.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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