Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
The Federal Open Market Committee (FOMC) voted to hold their federal funds rate target in the 5.25 to 5.5 percent range on Tuesday. The move was widely expected, with financial markets pricing in a mere 1.8 percent chance of a rate hike prior to the announcement. But it marked a...
Despite stronger economic growth in Q2 2018, further Fed tightening and a bearish consensus that US interest rates would go substantially higher in 2018/19, financial markets now...
In recent weeks the debate about the significance of the flattening yield curve has reached fever pitch. Does a flat curve spell curtains for the US/UK economic expansion – and...
The latest US jobs report showed that the American economy gained 157,000 jobs in July, and the unemployment rate inched down to 3.9 per cent. Meanwhile, the quarterly...
With real estate prices at cyclical highs, investors must look to the long term for outperformance. Understanding the evolution of global cities provides the best framework for...
If there is one thing that the Cambridge Analytica scandal taught us, it’s that politicians are mostly clueless about the political implications tech and social media bring about...
The Great Moderation, the period of stable growth between the early-90s and late-2000s, has been back underway again for several years, but with noticeably less momentum. In the...
Here is a link to my 68th Quartz column, "Economics is unemotional—and that's why it could help bridge America's partisan divide." Note: You can see all of my previous Quartz...
Though the ongoing Brexit tussles in Parliament and Brussels have unsurprisingly created something of a policy vacuum, there is perhaps no greater crisis in contemporary British...
Town versus country may seem like a question of personal preference, but it’s really a matter of human progress. Cities are the engines of human liberation and economic growth....