David Kelly

1 2 3 4 5 6 7 8   

Surge In Wealth Should Reduce Retirement Worries

by

The wealth surge is having important effects on the economic environment.

Demographics, Debt, The Dollar And Apocalyptic Assets

by

Here are answers to some of clients' most frequently asked questions.

Demographics, Debt, The Dollar And Apocalyptic Assets

by

Here are answers to some of clients' most frequently asked questions.

The Housing Outlook In A Macro Game Of Inches

by

The last two weeks have provided a vivid reminder of how sensitive markets can be to small changes in the macro-economic outlook.

The Normalization Of An Abnormal Job Market

by

Despite alternating fears about overheating and recession, it appears that the U.S. labor market remains on a soft-landing path.

Commercial Real Estate: Macro Risk Or Investment Opportunity?

by

Commercial real estate has broad characteristics that should be attractive to both institutional and individual investors.

The Right Time To Cut Rates

by

The Fed cutting rates in June will depend on monthly inflation numbers and particularly CPI numbers in the near term.

The Pressures Of A Full Employment Economy

by

The most likely path for the economy is one of a continued, very tight labor market.

Will Rising Federal Debt Force Rates Higher?

by

Most likely, the deficit and debt will continue to worsen, gradually adding to the underlying level of real interest rates.

The Inflation Slide Looks Set To Continue

by

Fed officials worry that they might still have to trigger a recession to get inflation all the way down to their 2% target.

1 2 3 4 5 6 7 8