This bulletin, written by Dr. David Kelly, examines the impact of weak Chinese markets on the U.S. economy in early 2016.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
It is time to adopt a more diversified and thoughtful approach that recognizes the importance of valuations and relies less on that most naïve of all assumptions - the prospect of wisdom from Washington.
While U.S. equities still look less expensive than Treasuries and cash, they are not as attractive as they once were. Investors looking for stronger long-term returns may find a better opportunity in European
This bulletin discusses the implications of negative interest rate policy
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
Investment strategies for a late-cycle environment
Dr. Kelly's commentary for July 2015