economics

The equity rally reflects optimism about AI-driven growth. But downside risks remain. Here are three scenarios to help manage portfolios.

Interesting and under the radar media on finance, economics, politics and society

Interesting and under the radar media on finance, economics, politics and society

Interesting and under the radar media on finance, economics, politics and society

Signal or Noise takes a look at the year that was 2023 - and prognosticates about what might happen in 2024.

Interesting and under the radar media on finance, economics, politics and society

On fixed rate bond exposure, now is not the time to have zero, but it is not the time to fill your boots.

The Fed has taken interest rates to restrictive levels. The risk of recession is growing. It is time to reduce risk, and build resilience.

Interesting and under the radar media on finance, economics, politics and society

...and is generating strong returns for shareholders while doing it.