05/09/2020
Today Matt Ridley, Spectator It is data, not modelling, that we need now |
Karin Lips, The Hill A Hawaiian commission on women contends the state's economy is inherently sexist and its economy should be dramatically restructured. |
John Tamny, RealClearMarkets "After hearing of the deaths in the gutters, I think about what will happen to my family if I die." Those are the words of Jamshed Eric, as expressed to New York Times reporters Zia... |
Market Minder, FI The jobs data are awful, but they don't change much for stocks. |
Jason Kelly, RealClearMarkets Yesterday's employment report for April showed 20.5 million jobs lost and an unemployment rate of 14.7%. This is its worst since the Great Depression. It was at a 50-year low of 3.5% just two months... |
Annalyn Kurtz & Tal Yellin & Byron Manley, CNN In the April 2020 jobs report, millions of laid-off Americans weren't included in the official unemployment rate because they didn't actively search for new jobs. |
Phillip Magness, Am. Inst. for Econ Research |
Kenneth Rogoff, Project Syndicate Only monetary policy addresses credit throughout the economy. Until inflation and real interest rates rise from the grave, only a policy of effective deep negative interest rates, backed up by measures to prevent cash hoarding by financial firms, can do the job. |
Kate Conger & Erin Griffith, New York Times Lyft, Uber and Airbnb depend on travel, vacations and gatherings. That's a problem when much of the world is staying home. |
Paul Katzeff, Investor's Business Daily |
Cliff Asness, AQR Capital Mgmt. When value has underperformed for so long, it's natural and proper that people wonder if it's ever going to work again. |
Daniel Kern & Renee Kwok, TFC Financial |
Carrie Schwab-Pomerantz, Charles Schwab If you're more anxious about money these days, let your kids know why. This week's Ask Carrie talks about how to start the conversation. |
Brian Riedl, Manhattan Institute In 2020, the federal government is projected to spend $49,000 per householdâ?"by far the largest total ever, in nominal terms. |
Brian Wesbury & Robert Stein, First Trust Advisors |
Brad McMillan, Commonwealth Financial Network |
Russell Redenbaugh & James Juliano, Kairos Capital |
Jeff Erber, Grey Owl Capital |
Celestin Monga, Project Syndicate The COVID-19 pandemic has brought economies around the world to an abrupt halt and highlighted the fragility of existing global value chains. But demolishing these key drivers of international trade and investment would only make a bad situation worse. |
Megan Molteni, Wired Two leading candidates are headed for mass clinical trials, and everything’s on the table—including deliberately infecting healthy vaccine volunteers. |
Koichi Hamada, Project Syndicate Almost immediately after the COVID-19 outbreak began in the US, the Federal Reserve began pumping dollars into the economy. As the aftermath of the 2008 global financial crisis showed, this will leave many central banks with little choice but to pursue their own monetary expansion. |
Adam Clark Estes, Vox The meat supply chain is breaking down, but that's only part of the story. |
Morgan Housel, Collaborative Fund A few things revealed in recent months. |
Leanna Orr, Institutional Investor Another young and successful ex-private equity investor turns against the machine. |
Christopher Ketcham, The New Republic A new generation of super-fast wireless internet is coming soon. But no one can say for sure if it's safe. |
Jon C. Ogg, 24/7 Wall St. Here are 20 bold companies that have defied the odds by raising their dividends, after already knowing they were facing a very deep recession. |
Mark Roe & Ben Iverson, Project Syndicate The COVID-19 pandemic looks likely to cause the biggest surge in bankruptcies that the United States' court system has ever experienced. Without an immediate increase in judicial capacity to manage the coming flood of cases, an even larger economic disaster awaits. |
Jordan Valinsky, CNN Business The recent wave of earnings have mostly been negative. But there are some companies that have been thriving in the coronavirus pandemic. |
Leah McGrath Goodman, Institutional Investor On April 20, chaos reigned in oil markets. Here's what happened. |
Emily Stewart, Vox The stock market plunged when the coronavirus crisis set in. But now it's on the rise, even as the pandemic continues, unemployment skyrockets, and GDP falls. |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Fisher Investments Editorial Staff, Fisher Investments |
Jonathan Clements, HumbleDollar Today’s pandemic won’t lead to nuclear war (except perhaps in the Oliver Stone movie version). But many folks seem to fear the economic equivalent: that we’ll suffer a downward GDP death spiral that sends us back to the Stone Age. |
Emily VanDerWerff, Vox March was 30 years long and April was 30 minutes long. What gives? |
Tomi Kovanen, FT Alphaville Is COVID-19 a game changer for esports? |
Steve Randy Waldman, Interfluidity If affluent people don’t emerge from isolation, “reopening” won’t do much to revive the service economy. |
Alex Tabarrok, Marginal Revolution “Lockdowns” protect vulnerable people and protect vulnerable industries. |
Jeff Carter, Points and Figures One thing that has manifested itself during the COVID 19 drama is it further exposed the cultural divide in America. |
Ben Hunt, Epsilon Theory There is no more powerful venue for public performance than a live audience. |
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