Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
The (inadequate) case for economic pessimism
By A. Gary ShillingThe U.S. could soon experience a period of strong economic growth once deleveraging is over, A. Gary Shilling argues.
June 25, 2015
Are We Headed for a ‘Profits Recession?’"Earnings forecasts have been coming down quite precipitously," S&P Capital IQ's Sam Stovall says, but we're not quite there yet.
June 24, 2015
We're heading for massively slower job growth unless immigration surgesOur future is one of lesser, subdued economic growth accompanied by starkly lower monthly employment gains.
June 17, 2015
Fed signals rate increase this year, gradual path in 2016The Federal Reserve signaled a pickup in the economy is keeping it on track to raise interest rates this year, though subsequent increases are likely to be more gradual than anticipated earlier.
June 17, 2015
Fed Holds Rates Steady, Signals Slow IncreaseFed decision suggests economic liftoff still a ways off; 2% inflation goal not seen until the "medium term."
June 12, 2015
Consumer sentiment in U.S. climbed more than forecast in JuneThe labor market has buoyed consumers attitudes, even as gas pump prices rise from the cheapest rates since 2009.
June 01, 2015
What a Non-Middle Class Economy Looks LikePay to play increasingly dominates American life.
June 01, 2015
Physics and InnovationWhile Ive never seen any good research on the topic, anecdotally Ive met many investment advisors who have hard-science backgrounds, at least on the undergraduate level, and areas like economics and mathematics are at least sciences (our own Ben Warwick has undergraduate degrees in chemical engineering, physics and chemistry, in...