by
Steve Sanduski
Here are three things I learned from conversations with advisors at the CAIS Alternative Investment Summit.
by
Kenneth Rogoff
With inflation on the rise, financial markets will face a huge stress test in 2023.
by
David Kelly
Many of the problems that haunted the economy and markets in 2022 could be at least partially resolved in 2023.
by
Dave Sheaff Gilreath
Even if a recession sets in, well-positioned builders are likely to generate profits through next year and beyond.
by
Javier Blas
Despite the economic slowdown, prices are expected to stay high for everything from oil to copper to wheat.
by
Tim Culpan
Things look bleak. Yet progress across the board give reason to be optimistic about the coming few years.
by
Brad McMillan
What made the year so difficult was that risk popped up in a way that no one really foresaw.
by
Jonathan Levin
Companies must start to address the wall of high-yield maturities coming in 2024.
by
Jeffrey Frankel
Economists' predictions that the world economy is headed toward a major slump in the coming year seem premature.
by
Mohamed A. El-Erian
To restore its effectiveness, the U.S. Federal Reserve must start making up for past mistakes in the new year.
by
Bill Dudley
The message from last week's policy-making meeting was almost entirely hawkish, noted Bill Dudley.
by
Michael J. Boskin
Almost 90% of "Blue Chip" analysts expect that inflation-adjusted GDP growth in 2023 will be 1% or less, Michael Boskin says.
by
Merryn Somerset Webb
U.K. equities are far cheaper than can be reasonably explained. That's fantastic news for investors.
by
Jonathan Levin
The latest report won't put to rest the Fed's broader inflation concerns, but the outlook is improving drastically.
by
Brad McMillan
Fed Chair Powell's response to the most recent data will be the best indicator of the fed funds rate going forward.
by
Alexis Leondis
House prices may be declining in San Jose and Austin, but buyers looking in other markets won't see much of a discount.
by
Tim Myers
There has been much debate recently surrounding the category's future health.
by
Adam Turnquist, Barry Gilbert
Despite the S&P 500 Index starting December with five consecutive days of losses, we think December is down but not out. December often starts slow but historically has been a strong month...
by
Brad McMillan
With worries about a recession rising, trends in job growth and confidence will be crucial next year.
