David Kelly

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Small Paddle, Big Rapids: What The Economy Could Do To The Fed

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Forces well beyond their control will mostly determine the fate of the economy.

Ukraine And The U.S. Economy

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For the West, the single biggest economic impact would be via a partial or total cutoff of Russian energy.

The Financial Backdrop As Ukraine Waits And Worries

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Investment implications of the conflict depends on how far the Russian president is willing to escalate the crisis.

Ukraine: The Investment Implications Of A Loser's Game

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Financial markets sold off last week as investors worried about a possible Russian invasion of Ukraine.

Interest Rates: How High And How Fast?

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Fundamental economic conditions do favor further increases in long-term interest rates.

The Housing Boom And The Fed

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Higher mortgage rates, courtesy of Fed tightening, should tame the growth in home prices.

The Recession Scenario And Client Portfolios

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Investors would be well advised to consider what a recession might mean for their portfolios.

Pumping The Brakes On The U.S. Economy

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Slowing down an economy that is growing too fast is a tricky business.

The Investment Implications Of Omicron

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An Omicron pandemic wave would more likely slow rather than interrupt the currently rapid global economic recovery.

Why Inflation Still Looks Mostly Transitory

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Investors should keep a balanced view with regard to inflation.

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