Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Fed Holds Rates Steady, Signals Slow Increase
By Gil WeinreichFed decision suggests economic liftoff still a ways off; 2% inflation goal not seen until the "medium term."
June 01, 2015
Physics and InnovationWhile Ive never seen any good research on the topic, anecdotally Ive met many investment advisors who have hard-science backgrounds, at least on the undergraduate level, and areas like economics and mathematics are at least sciences (our own Ben Warwick has undergraduate degrees in chemical engineering, physics and chemistry, in...
May 22, 2015
Get Ready for a Decade of 1% Annual Returns: Research AffiliatesResearch Affiliates agrees with Larry Summers' argument that the U.S. is facing secular stagnation and years of weak demand and slow growth.
May 21, 2015
GMO: Monetary Policy Is ‘The Greatest Con Ever Perpetuated’GMO's James Montier chides policymakers for devoting attention to "a make-believe concept" while ignoring a tool that could reignite economic growth.
May 05, 2015
Greece's Firebrand Finance Minister Deserves to Be HeardVanis Varoufakis was a breath of fresh air in this protracted and exhausting Greek economic drama, which involves alarming human costs.
May 04, 2015
Fed seeks data showing happiness is a full shopping cartReal disposable incomes rose 6.2 percent in the first quarter, the most in more than two years.
April 29, 2015
Bernanke Joins PIMCO as Senior AdviserFormer Fed chair was recently hired as an adviser to a hedge fund, and will continue as a fellow with the Brookings Institution.
April 27, 2015
3 Former Treasury Secretaries Sing a Song of WoeThree former secretaries of the Treasurylike their operatic counterparts the Three Tenorswere singing the same tune, a requiem for the U.S. political system.