A.I. is growing quickly and is very hungry: S&P firms provide the essentials
2026 may be a good year for risky assets
For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.
Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market
Not your father’s stagflation: It’s a virtual reality
Benign, for now: Our forecasts for the next 12 months
Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
