Why are companies adding so many workers if aggregate production is falling?
Author: Vivekanand Jayakumar, Opinion Contributor
Are investors right in expecting a dovish Fed pivot?
The Fed currently faces a self-inflicted credibility problem.
Is a recession inevitable?
The housing market may prove to be ultimate wildcard in this economic cycle
New era of inflation will bedevil central banks and bond markets
We are facing an extraordinary moment of uncertainty regarding the future inflation (and interest rate) outlook.
How resilient are US consumers? We’ll soon find out
The growing list of headwinds facing American households suggests that consumer resiliency will be put to the test in the coming quarters.
Where are interest rates headed?
Having stuck with an ultra-loose monetary policy stance for far too long, the Fed now faces a difficult choice.
Is the US higher education bubble about to burst?
There appears to be a growing skill-mismatch between the degrees pursued by students and those actually sought by employers.