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ODWM Blog

Bullish, But Fragile

Bullish, But Fragile

By alex.locker

Helping to decipher economic & market trends
June 04, 2026 10:34 PM - Comment(s)
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Regime Change

Regime Change

By alex.locker

1Q 2026 Review, and an introduction to our Active Regime Awareness framework
April 10, 2026 07:12 PM - Comment(s)
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5 Warning Signs

By alex.locker

Recent data on the economy tells a different story than the markets are.
November 26, 2025 02:38 PM - Comment(s)
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Fed Rate Cuts Start

By alex.locker

Fed Rate Cuts Start
How much will growth slow?
September 19, 2025 12:48 PM - Comment(s)
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Navigating the Markets & Economy Through the PEST Lens

Navigating the Markets & Economy Through the PEST Lens

By alex.locker

1. Political

  • Escalating Tariff Tensions & Trade Policy Shockwaves

    The U.S. has impose...
August 12, 2025 01:50 PM - Comment(s)
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