Dr. Kelly's Commentary: Waiting on the world to change
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
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Progress on the road to fiscal stability
Article examining the economic effects and investment implications of the US fiscal cliff agreement
The Fed in 2018: Five things to know
This paper addresses that the composition of the Fed will be different in 2018 and will likely be moving in a more hawkish direction.
The investment implications of tax reform
The investment implications of tax reform
Avoiding the stagnation equilibrium
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
2018 Long-Term Capital Market Assumptions-U.S. dollar forecast
The path of the U.S. dollar: Looking forward by looking back
Dr. Kelly's Commentary: Deflation delusions
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The investment implications of the midterms
The results of the US midterm elections were largely in line with expectations, with one important wrinkle.
Market Bulletin Fed December 2018
Market Bulletin Fed December 2018
UK Bank of England meeting: Rates on hold amid mixed signals on the economy
The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.