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.
This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
After a long and brutal U.S. Presidential election campaign, Donald Trump has emerged victorious, with Hillary Clinton conceding in the early hours of the morning, and Trump congratulating her on a hard-fought campaign.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Mostly stable, mostly moderate
The path of the U.S. dollar: Looking forward by looking back
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Dr. Kelly's commentary for July 2015
This bulletin discusses the implications of negative interest rate policy