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![]() Nicholas Sargen, Opinion ContributorThe Hill |
If Trump proceeds down the path he is advocating, his actions could have unforeseen consequences for the global economy.
Bessent’s reputation is that he is a “fiscal hawk,” and his stated goal is to cut the federal budget deficit roughly in half to 3 percent of...
Financial markets could wind up as the final arbiter about whether he has gone too far.
My take is that Biden’s legislation has not been received well received principally because the American public does not see the direct benefits to...
They pose a significant threat to the global economy because of how far-reaching they are, the odds of implementation and the potential for widespread...
The problems over the past decade are structural in nature and will require fundamental reforms of the economy to put it on sounder footing.
There is little historical experience to guide policymakers or investors, because the current economic cycle is like no other in U.S. history.
To win, Harris needs to make the case to voters that they will be better off with her as president.
The big question for the election is whether Harris’s policies and messaging will make for good politics whatever the effect is on the economy.
Politicians on both sides are entrenched in their positions and have not learned the lessons from the Reagan and Clinton years.
Investors should park their politics at the door to be objective when making strategic investment decisions.
The challenge for the economics profession is to find a way to reduce payment imbalances without resorting to unbridled protectionism that would...
There are two scenarios, however, whereby the dollar could weaken in the next year or two.
With inflation currently running above 3 percent, the Fed’s principal goal today should be to finish the job and ensure that inflation returns to...
Weighing these considerations, investors should assess how committed Donald Trump would be to rein in inflation if he is elected president.
The positive effects on business investment have now been validated by empirical research.
An important question is unresolved: Namely, does the focus on increasing manufacturing jobs make for good economic policy?
Investors should consider whether the clock is running out for the Fed to ease policy this year.
In these circumstances, the government’s attempts to bolster China’s stock and property market face a steep uphill battle.
A common explanation for Russia’s favorable performance is that it has circumvented much of the impact of sanctions.
If U.S. leadership wanes, investors will be compelled to consider when and how these geopolitical risks will impact financial markets.
In the event there is an escalation in the trade conflict, it could be more harmful to the U.S. economy and the global economy this time for two...
The passage of a border security bill would be monumental because it has been the most contentious issue blocking efforts to achieve comprehensive...
The bottom line is Biden must counter the pessimism many voters have about the American economy while he challenges the folklore about Trump’s...
The task is daunting considering the complexity and sophistication of the models deployed, the wide range of applications they serve and the inherent...
What explains this disconnect?
The Fed did not disappoint investors this time, as it signaled it was close to pivoting monetary policy.