Notes on the Week Ahead

Dot-Plot Danger and QT Limits

From Business Cycle to Stretched-Out Expansion

Japanese Lessons

This podcast episode discusses the recent rise of the Nikkei 225 stock index in Japan and the factors that have supported this growth. Despite a long history of economic challenges, Japan is showing signs of improvement, with a return to inflation, a shrinking government debt, and a renewed focus on shareholder interes...

The Investment Implications of the Migration Surge

The Pressures of a Full Employment Economy

Will Job Market Strength Delay the Inflation Slide?

Too Much Growth for Early Easing

A Thaw in Sentiment

Will Rising Federal Debt Force Rates Higher?

The Inflation Slide Looks Set to Continue

Balance Sheets and Resolutions

The Investment Climate

Winter Driving: Can the Economy Keep Growing into 2025?

The Remarkable Resilience of Corporate Margins

Falling Tensions in a Cooling Economy

Tracking the Inflation Slide

Slowdown Delayed; Cooldown Ahead of Schedule

The Addicted Consumer

Investing in World of Increasing Complexity

The Investment Implications of a Rising Federal Deficit