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August 8, 2024, Opinion: "Financial markets have suddenly begun to price in the risk of a U.S. recession. The S&P 500 closed on Wednesday down almost 7 percent from one month…
June 2024, Paper: "Beaudry, Hou, and Portier (hereafter BHP) have written an excellent and provocative paper. Rather than attempt to comment on each element of the analysis, I…