Sovereign Debt Management Concerns: US Better Positioned to Pursue Growth
The passage of the Big Beautiful Bill has raised concerns about sovereign debt sustainability, but the US will never embrace austerity and is...
258 Views
Generative AI and the US Economy: Another 1999-Style Party?
US equity investors are expecting bullish outcomes for the US economy due to the greater adoption of generative AI. The late 1990s provides a...
436 Views
Calm Before the Currency War? Central Banks Go Their Separate Ways
The looming arrival of tariffs has triggered different responses by central banks, particularly in Europe. A wait-and-see approach approach has...
336 Views
Fed Policy Conduct: Limitations of Data-Dependent Approach Being Exposed
The Fed kept its policy rate unchanged last week but has embraced a stagflationary economic outlook. Data-dependent policy remains intact but risks...
277 Views
US Corporate Profits Expectations Remain Resolute Despite Tariff Uncertainties
Despite the initial angst following the announcement of reciprocal tariffs, US equities have shown resilience without any help from the Fed. Robust...
307 Views