• Why are Bonds Calm About Inflation?
    • Why are Bonds Calm About Inflation? July 29, 2021
      Bond yields are falling at the long end of the curve despite a surge in inflation. Have multiple rounds of Fed asset purchases distorted the Treasury market?
    • Hedging Inflation with Dividend Futures?
    • Hedging Inflation with Dividend Futures? July 28, 2021
      Could S&P 500 annual dividend futures serve as an inflation hedge if rising consumer prices turn out to be more persistent than expected by the Fed?
    • Rising Debt Levels
    • Rising Debt Levels July 20, 2021
      Government and private sector debt has risen sharply amid elevated fiscal spending and slow economic growth during the pandemic.
    • Shifting Demographic Patterns
    • Shifting Demographic Patterns July 19, 2021
      Changing demographic patterns might have reached a stage where economic and political realities are being reshaped in nations with young and aging populations.
    • Debt Ceiling Back in Focus
    • Debt Ceiling Back in Focus July 12, 2021
      Volatility in the bond and equity markets could be elevated as Congress deals with the debt ceiling, which was suspended until July 31, 2021.
    • Lessons from 2008 and 2020
    • Lessons from 2008 and 2020 July 07, 2021
      The Great Recession of 2008 and the Pandemic of 2020 were met with various monetary and fiscal measures. We examine how well they worked to spur growth and recover jobs.
    • How Jobs Lagged GDP in 2008 and 2020
    • How Jobs Lagged GDP in 2008 and 2020 July 02, 2021
      Comparing the economic disruption by the pandemic of 2020 and Great Recession of 2008 in terms of policy differences and economic responses.