Volume 83, Number 7

Our most strongly held conviction about the global economy currently is that in the absence of policy developments in the…

Volume 83, Number 5

The annual gathering of creative thinkers on economics, finance and policy known as Camp Kotok was held over the past…

Volume 83, Number 4

When we get a new quarter of GDP data we like to look first at profits and secondly at sector…

Volume 83, Number 3

A series of recent meetings and announcements from China are illuminating the path President Xi will follow in his upcoming…

Volume 83, Number 1

Since we last wrote, long term interest rates have been rising around the world after ECB President Mario Draghi dropped…

Volume 82, Number 10

The Federal Reserve stayed more aggressive than the Street or other central banks as it raised rates for the third…

Volume 82, Number 9

Politics were once again more interesting than economics or markets this week. In the US, ex FBI director Comey’s testimony…

Volume 82, Number 6

Potential progress in the global economy was once again dominated by politics rather than policy this week. The momentum for…

Volume 82, Number 5

With the French election now in the books and the results – Macron defeating Le Pen 65%-35% — almost precisely…