Interest rates may finally be moderating. Now what?
By Garvin Jabusch.
After raising interest rates an unprecedented 21-fold (from a target range of 0%-0.25% in March of 2022, to 5.25%-5.50% since last July) [...]
Beyond the Headlines: Navigating the Economic Landscape with a Long-Term Lens
Reflecting on any prior time period, in this case Q2 2024, it’s important to do so in the context of the totality of the picture we’re trying to [...]
Q1 2024 Macroeconomic Review: Tenacious Inflation’s Lingering Impacts
The first quarter of 2024 revealed a more-persistent-than-hoped picture of inflation. While showing significant deceleration compared to 2023 peaks, [...]
From Risk to Reward: Unraveling the Paradox of Market Resilience in a Turbulent 2023
2023 so far has been characterized by volatility, both up and down. Markets have managed to remain positive in aggregate. Some of the reasons for this [...]
2023 YTD Macroeconomic Commentary
In the first quarter of 2023, the global economy continued to be characterized by the key challenges of 2022, including the ongoing COVID-19 pandemic, the war [...]
Economic Empires of the Past & the Fight for the Future ~ Worth
Presidents Putin and Trump are preoccupied with the empires of the past, when they really should be looking to the future.
Originally published as [...]
The Supply-Side Miracle ~ Worth
More production from fewer inputs is driving sustainability and decreasing extreme poverty.
Originally published by Worth
By Garvin [...]
This Pullback is Awesome.
Yeah, you heard us right. This pullback is awesome.
Dear Friends,
We’ve received a lot of questions the last couple days about our reaction to recent [...]
Balancing Act: AI, Geopolitics, Climate, and Inflation