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Executive Summary: If war erupts in the Middle East, the higher oil prices that OPEC+ has been unable to achieve will be realized. Jackie examines the market dynamics that have kept oil prices down as well as the EIA’s
Executive Summary: The recent upward revisions to GDP and GDI are significant, suggesting an economy that’s even stronger than many suspected. Eric explains how the various elements interconnect, with stronger GDP than first reported meaning greater output, which means
Executive Summary: If AI proves to be as transformative as many expect, its adoption has barely gotten off the ground. As AI proliferates—accelerating the productivity growth that’s central to our Roaring 2020s scenario—will it mean mass layoffs? Eric examines
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
Last Thursday on September 26, the Bureau of Economic Analysis (BEA) released several very significant upward revisions to real Gross Domestic Product (GDP), real Gross Domestic Income (GDI), personal income, and personal saving. Collectively, they blew away the hard landing scenario. They
Stock prices and bond yields dipped while oil prices jumped this morning. In Washington, a senior White House official said the US is actively preparing to defend Israel against another direct missile attack by Iran. The official added that
Over the past several days, China has unleashed several fiscal and monetary stimulus measures. China investor Jason Hu called these the “twin bazookas” policy of “print money and spend money.” It’s having an immediate effect, at least on stock prices. The
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