This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Article examining the economic effects and investment implications of the US fiscal cliff agreement
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
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
The path of the U.S. dollar: Looking forward by looking back
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 results of the US midterm elections were largely in line with expectations, with one important wrinkle.
Market Bulletin Fed December 2018