Forum on Macroeconomics: Highlights
August 03, 2020
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Learn More - News // Bloomberg Wall Street Week: How Markets Are Pricing in a Biden Win // Read Now
- News // Bloomberg Wall Street Week: How Markets Are Pricing in a Biden Win // Read Now
- News // Bloomberg Wall Street Week: How Markets Are Pricing in a Biden Win // Read Now
- News // Bloomberg Wall Street Week: How Markets Are Pricing in a Biden Win // Read Now
Summer Whipsaw
This week brought a lot of news – but not a lot of clarity about the biggest question facing the US and
global economy: how weak does the economy need to be in order to bring inflation back under control? The
Federal Reserve has another two months of price and jobs data before it makes its next move in late
September. Just as well, given today's economic uncertainties.
Quarterly Commentary Letter – Q2 2022: Switchback of Fear
The second quarter of 2022 was when reality sank in. Might we be headed back to the future, when inflation – and the fight to curb it – dominated the macro background? A slowdown is inevitably coming. Can the Fed, against the odds, succeed in cooling the economy sufficiently to bring down inflation without a sharp rise in unemployment?
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Investor Brief: Inflation Reduction Act
August 12, 2022
A look at how the Inflation Reduction Act will change the climate investment landscape.
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