09/25/2021
Today Nouriel Roubini, Project Syndicate Given today's high debt ratios, supply-side risks, and ultra-loose monetary and fiscal policies, the rosy scenario that is currently priced into financial markets may turn out to be a pipe dream. Over the medium term, a variety of persistent negative supply shocks could turn today's mild stagflation into a severe case. |
Ben Casselman, New York Times Some businesses are still hurting, and federal aid has wound down. But economists see sources of resilience and signs of strength. |
Jordan Weissmann, Slate Business owners and conservatives insisted on yanking away benefits. If it wasn't productive, then it was just cruel. |
Seth Berenzweig & John Tamny, The Capitol Brief Legal analyst Seth Berenzweig and RealClearMarkets author John Tamny discuss. |
Wei He, Evergreen Gavekal Fears about the potential systemic risks posed by troubled property developer China Evergrande Group reverberated through global financial markets on Monday. |
Sachin Nagarajan, Morningstar These companies stand to gain as the U.S. housing market takes off. |
Ryan Cooper, The Week American medical prices are a Kafkaesque nightmare |
Scott Horsley, NPR U.S. manufacturers are still struggling to keep pace with booming demand. The culprit? Sometimes, it's a single missing part. |
Michael Eisenberg, City Journal The Jewish holiday of Sukkot reminds us that economic opportunity must be widely available. |
Trish Regan, American Consequences Whether it's Congress quibbling over the debt ceiling or China's Lehman moment, here's how to navigate the stock market headline hype. |
Chris Isidore, CNN If it's debt ceiling crisis season, then it's also time for the craziest solution to the problem: Getting President Joe Biden to issue a $1 trillion coin. |
Mike Riggs, Reason Biden is using executive authority to write off debts for some borrowers, while a Bush-era law could have even bigger implications. |
James Montier, GMO We look at various instruments that might be thought to protect your portfolio from an inflationary outcome, whether as an inflation hedge or as a store of value. |
Ironman, Political Calculations The arrival of the coronavirus pandemic in the United States in March 2020 and, perhaps more significantly, the lockdown measures that state and local governments imposed on Americans as their response had a major impact on how Americans spent money in 2020. |
Rob Arnott & Vitali Kalesnik & Lillian Wu, Research Affiliates The value rebound that started in September 2020 gave up nearly half its gains by mid-May 2021 as the recovery faltered with the onslaught of the highly contagious Delta variant. But vaccination has proven highly effective, and as the unvaccinated around the world become vaccinated, the prospect of a reinvigorated economy is good. Is now a second chance to rebalance into value stocks? |
Hayden Adams, Charles Schwab For 2021, will you have to pay alternative minimum tax? Here's what you should know about the AMT and the steps you can take to potentially avoid it. |
Brad McMillan, Commonwealth Is Evergrande just another corporate bankruptcy or something more? Commonwealth CIO Brad McMillan examines the risks for China and the world markets. |
Anne O. Krueger, Project Syndicate After declaring that "America is back" and rejecting almost everything that Donald Trump represented, the Biden administration seemed poised to reclaim the mantle of US leadership within the open market-oriented international order. Yet in its strategy to counter China, it is behaving utterly Trumpian. |
Ben Carlson, A Wealth Of Common Sense If we do a tale of the tape, you'll notice many differences between these two legends. |
Lee Jackson, 24/7 Wall St. These six stocks, four of which are in the red-hot energy sector, pay the highest dividends in the S&P 500 and look like great total return ideas for income-oriented investors looking for some upside appreciation as well. |
David Frum, The Atlantic The rising prices at the supermarket checkout are a problem with no simple explanation. But Democratic hopes may depend on finding the right answer. |
Brian Armstrong, Coinbase The following is an internal memo that I shared with Coinbase employees this week and would also like to share publicly to help people see how we're working toward our mission of increasing economic freedom in the world. |
Irina Slav, OilPrice.com In the modern interconnected world, it is near impossible to contain an energy or economic crisis, and it looks likely that the European energy crisis is about to go global |
John Rekenthaler, Morningstar Bypassing the traps. |
Mohamed A. El-Erian, Project Syndicate Rising inflation and declining growth are more likely to be a part of the global economy's upcoming journey than features of its destination. But how policymakers navigate this journey will have major implications for longer-term economic well-being, social cohesion, and financial stability. |
Robert E. Wright, AIER If Treasury can just slap a figure on a hunk of metal and demand that the Federal Reserve credit its account with that figure, it could force the creation of as much money as the politicians controlling it want. |
Veronique de Rugy, Reason Democrats want to raise the debt ceiling, while Republicans occasionally remember they're against big government spending. |
Karen Wallace, Morningstar Lifestyle upgrades add up and have consequences for your today and tomorrow. |
Ryan McCrimmon, Politico In the wake of pandemic disruptions, even big meatpacking states are exploring ways to create smaller, regional alternatives to our highly centralized meat industry. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
John Cochrane, The Grumpy Economist California has at last passed the first laws overturning some residential zoning restrictions. |
Barry Ritholtz, The Big Picture There are always things to worry about but what if things go right? |
Greg Mankiw, Greg Mankiw A magician tricks his audiences by distracting them. While people focus on something that is attractive but irrelevant (a shiny object, the magician's beautiful assistant in a skimpy outfit), the magician can more easily hide his deception. In a new CEA blog post, the Biden economics team does something similar. |
Alex Tabarrok, Marginal Revolution Closing the saloons during prohibition reduced patenting by ~15%. |
Cullen Roche, Pragmatic Capitalism Let's stop doing this. |
Ironman, Political Calculations How many cans of Campbell's tomato soup could a hypothetical investor in the S&P 500 buy if they cashed in the equivalent of one share of the index? |
Jamie Powell, FT Alphaville Inflation above the central bank's target is pretty rare since 2008. |
|
|
|
|
