This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
Dr. Kelly's commentary for July 2015
This bulletin discusses the implications of negative interest rate policy
Mostly stable, mostly moderate
As anticipated, the Democrats took the House of Representatives and the Republicans held the Senate, the Republicans increased their majority in the Senate.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
This paper addresses the market’s concerns due to latest market volatility and its investment implications.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.