Jay VoorheesTwo Reasons Why Rates Will Shoot Higher After the ElectionIn the two days after Trump was elected in 2016, interest rates shot through the roof — shocking everyone (including me).Oct 172
MIT IDEinMIT Initiative on the Digital EconomyThe U.S. Economic Outlook for AIWhat does the White House say about AI’s growing influence? It’s long on potential, but adoption is laggingMay 17
Jason MortoninILLUMINATIONWhat New York’s The Conference Board Says About The Likelihood Of A Recession In The US Is AlarmingStormy economic times are nearly guaranteed if an over-100-year-old economic think tank is correct.May 29, 20231May 29, 20231
Profitable Investing TipsinInsiderFinance WireEffect of a Rail Strike on the US Economy and Your InvestmentsA nationwide rail strike was narrowly averted in September with assistance from the Biden administration. Now one railway workers union has…Nov 27, 2022Nov 27, 2022
Olivier DesbarresFed hikes not immune from equity collapseThe Fed is widely expected to hike its policy rate 25bp to 0.25–0.50% (its first since December 2018) at its meeting on 16th March, by…Feb 8, 2022Feb 8, 2022
Jay VoorheesTwo Reasons Why Rates Will Shoot Higher After the ElectionIn the two days after Trump was elected in 2016, interest rates shot through the roof — shocking everyone (including me).Oct 172
MIT IDEinMIT Initiative on the Digital EconomyThe U.S. Economic Outlook for AIWhat does the White House say about AI’s growing influence? It’s long on potential, but adoption is laggingMay 17
Jason MortoninILLUMINATIONWhat New York’s The Conference Board Says About The Likelihood Of A Recession In The US Is AlarmingStormy economic times are nearly guaranteed if an over-100-year-old economic think tank is correct.May 29, 20231
Profitable Investing TipsinInsiderFinance WireEffect of a Rail Strike on the US Economy and Your InvestmentsA nationwide rail strike was narrowly averted in September with assistance from the Biden administration. Now one railway workers union has…Nov 27, 2022
Olivier DesbarresFed hikes not immune from equity collapseThe Fed is widely expected to hike its policy rate 25bp to 0.25–0.50% (its first since December 2018) at its meeting on 16th March, by…Feb 8, 2022
Olivier DesbarresUS: High inflation, rising yields, repeatThe US Bureau of Labor Statistics will release US CPI-inflation data for December today at 13.30 London time.Jan 12, 2022
Olivier DesbarresEarly EM rate hikes supporting EM currenciesFollowing key central bank policy meetings last week in Australia, the US and UK, short-end interest rate markets have turned more dovish…Nov 9, 2021
Olivier DesbarresHawkish rates markets ahead of themselvesOur measure of global headline CPI-inflation rose further in September to 3.7% yoy but the 0.17pp increase was entirely due to the 0.27pp…Nov 2, 2021
