David Kelly

 1 2 3 4 5 6 7 8   

The Economy And Markets After A First-Quarter Roller Coaster

by

Taking an inventory of the fundamentals after a tumultuous first quarter.

Where Have All The Workers Gone?

by

The problem is one of population growth--the number of Americans aged 18 to 64 has risen by just 0.2% per year.

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

by

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

Ukraine And The U.S. Economy

by

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

by

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

by

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

Interest Rates: How High And How Fast?

by

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

The Housing Boom And The Fed

by ,

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

The Recession Scenario And Client Portfolios

by

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

Pumping The Brakes On The U.S. Economy

by

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

 1 2 3 4 5 6 7 8