by
Sydney Aeschlimann, Brett Minnick
Mid-cap equities can play a pivotal role for long-term investors, offering growth, diversification and valuation benefits.
by
Aaron Brown
Rising interest rates have spurred a boom in demand, but investors should take note of recent industry changes.
by
Allison Schrager
Expectations for gains in consumer prices are moderating, but there is a lot of anxiety among households.
by
Mohamed El-Erian
Excessive communication by the central bank can aggravate the risk of both market and economic accidents.
by
Jonathan Levin
Deflation is normal in the goods sector, not some bogeyman to be feared.
by
Kunal Shah, Owen Boyle
Non-traded business development companies (BDCs) are one way for investors to access direct lending exposure.
by
Robert Battista
Scale is the biggest challenge--and opportunity--financial advisors will face in 2024.
by
Bill Dudley
U.S. government debt should be a haven, not a source of instability.
by
Joseph E. Stiglitz
Disinflation has confirmed that post-pandemic inflation was indeed “transitory.”
by
Nouriel Roubini
The fallout could include a 1970s-style oil shock, crashing stock markets and deep stagflationary recessions.
by
James K. Galbraith
Leading economists' misdiagnosis of inflation in 2021-22 was the latest episode in a long-running series of failures.
by
Adam Turnquist
Market breadth will need to expand for the recovery to continue.
by
Betsey Stevenson
There is a large disparity between how Republicans and Democrats view the economy.
by
Mike Perry
History suggests "cash" is a bad strategy for the longer term.
by
Jonathan Levin
The index's eight-day winning streak obscured an utterly uninspiring performance.
by
Barry Eichengreen
With interest rates on 10-year U.S. Treasuries close to 5%, bond yields are attractive once again.
by
Mohamed A. El-Erian
A hard-to-read economy and expanding government bond issuance will keep investors on their toes.
by
Lawrence Gillum
We could see a smoother path for munis to finish up the year.
by
John Authers
Biden's swing-state slip and the unpredictability of the Israel-Hamas conflict set the stage for 2024.
