Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
The S&P500 realized volatility is below 10%.
Credit spreads are super tight, and aside from some short-lived European political drama markets keep marching higher. Yet, I think macro volatility is coming back.
...and from place to place. The third of a four-part mini-series written by economist Savvas Savouri. Housing matters are a crucial component in the composition of our regional...
...and from place to place. Part two of a three-part mini-series written by economist Savvas Savouri. I claim that UK regions with established and comparatively large...
...and from place to place. Part one of a three-part mini-series written by economist Savvas Savouri. If I were seeking an analogy for how best to forecast what awaits the UK...
How Russia’s economy will struggle to pay the price of invading Ukraine. The invasion of Ukraine has placed Russia on the verge of bankruptcy. Interest rates have doubled,...
The Federal Reserve System manages the US’s money supply, increasing or decreasing bank credit and other circulating media to reach a target interest rate usually announced at...
Everything old is new again: Inflation plagues the US economy. The Consumer Price Index is up 7.9% from a year ago. The Personal Consumptions Expenditures index is up 6.1%from a...
Where the Fed’s digital currency proposal goes wrong. The Fed’s long-awaited report on central bank digital currencies is finally out. Although the report makes it...
Summary AIER’s Leading Indicators Index posted a solid gain in January, rising to 63 following three consecutive months at the neutral 50 mark. The gain was the largest one-month...
The preliminary February results from the University of Michigan Surveys of Consumers show overall consumer sentiment fell sharply in early February, hitting the lowest level...