Video Webcasts

One quarter does not stagflation make. True, the March quarter’s real GDP growth rate was down from the December…

Today, we rant about rent and the housing market. Like a fun house mirror without the fun, several housing-related forces…

As the war in the Middle East escalates, it could send the oil price flying toward $100 per barrel and…

There was no recession last year, but the widespread expectation of one depressed certain economic activities, like hiring. With that…

The US economy is flying high and should continue to do so. It has defied the past two years’ widespread…

Is the “Fed Put” back? Might the Fed’s assurances that interest rates will be brought down this year (as…

Unlike in January, investors’ rate-cut expectations now appear to be in sync with FOMC members’ projections. Both seem to be…

Is Bostic on to something? We think the Atlanta Fed president is right to warn about “pent-up exuberance,” the business…

Bouts of geopolitical or domestic political strife usually don’t derail the US stock market. Investors tend to divorce politics…

Many of this decade’s economic and financial market trends bear a striking resemblance to those of the 1990s. That…

Today, we analyze the analysts, noting that they tend be influenced by stock market meltups—thus fueling the meltups—and…

High inflation rarely has been tamed without precipitating a recession. Few economic prognosticators thought it could be done. Yet the…