The “Goldilocks” narrative—an economy that’s neither too hot nor too cold—made a comeback last week.
Monthly Archives: January 2025
11 posts
The situation says much more about that specific business than the overall market, and that the days of attracting attention to one’s short bets are behind us.
Artificial intelligence (AI) has moved beyond the pages of science fiction to become a transformative force reshaping industries and redefining possibilities.
The two economic reports on Tuesday—job openings and the prices-paid index among service companies—raised fresh inflation concerns.
Despite some commentary on news networks suggesting rates aren’t rising due to inflation worries, ignoring the data is difficult.
Investors should prepare their portfolios as the next decade may be one of vigorous markets and healthy active management.
The gap between the ESG performance of Japanese and European companies (as measured by the FTSE Russell ESG Score) seems to have narrowed,
The U.S. Treasury (UST) 10-year yield could trend toward 5% in 2025, supported by a combination of historical averages and a steepening Treasury yield curve.
It’s all about rates, the dollar, and inflation expectations. If economic data continues to surprise to the upside, rates could climb even higher.
The whole Y2K problem stemmed from an issue that now seems anachronistic, but its market implications were felt for some time.
This new year, let us all resolve to be more socially-committed global citizens, and leave the right kinds of footprints behind us.