Economics, not politics, impacts the bond markets the most
Leaders of federal administrations always take credit for roaring economies, but the reality is more complex
As per tradition, markets are quiet around this time of year, plus a holiday reading recommendation
This December is packed with news, but markets remain unperturbed. That begs the question — what really matters?
The latest jobs report is good; most other factors are stable. The economic wild card is the uncertain prospects of the outcome of the trade talks with China.
The greatest threat to the global economy is trade friction with China
The information technology revolution continues to break old assumptions behind economic modeling