In the past few weeks, a growing chorus of economists and investors have decided that the pessimistic narrative had it wrong all along, that the US isn’t headed
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You can’t read or watch financial news these days without
a heavy dose of speculation about what the Fed is going to do
with short-term interest rates, when it
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Markets have been volatile, with reports convincing many that the Fed is done hiking rates. But this week, we get data that may change some minds. Why?
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At the beginning of the season, not many predicted that the Philadelphia Eagles would be in the Super Bowl this year. But, they had a fantastic season and are
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The US federal budget is on an unsustainable path…but not for the reasons that most people think.
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First, the good news: we estimate that real GDP grew at a solid 2.8% annual rate in the fourth quarter. But you shouldn’t dwell on the solid GDP report that
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We wrote last week about the soft landing that markets now seem to expect. If the US does have a soft landing it would be because the Federal Reserve tightened
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Not long after Friday’s Employment Report multiple
analysts and commentators were calling it a “goldilocks” report,
by which they meant it showed that the
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Recent economic reports further undermine the politically-motivated argument from earlier this year that the US was already in a recession. They also undercut
We are not “recession deniers,” we just don’t think one has started yet. The distortions of economic activity from lockdowns, massive deficit spending, and
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Worried about outliving your income? Here’s how to start planning for your retirement needs.
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