MiB: Mark Zandi, chief economist of Moody’s Analytics
This week, I speak with Mark Zandi, chief economist of Moody’s Analytics, a subsidiary of Moody’s Corp. Dr. Zandi is a...
Transcript: Ellen Zentner, Chief Economic Strategist at Morgan...
The transcript from this week’s, MiB: Ellen Zentner, Chief Economic Strategist at Morgan Stanley, is below. You can...
Crosscurrents
One of the challenges that comes from analyzing markets and the economy is just how much “gray” there is. Most...
MiB: Ellen Zentner, Chief Economic Strategist at Morgan Stanley
This week, I speak with Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing for Morgan...
Camp Kotok: Rates, Fed & Dollar (Drink!)
Talking Rates in the Maine Woods With Economists Over Good Wine Taking place right before the Jackson Hole Economic Symposium, the...
Might Tariffs Get “Overturned”?
Somebody’s paying the tariffs. Looks like it’s you. Source: OptimistiCallie You probably missed V.O.S....
What Is Driving Inflation?
The Inflationistas are an eclectic mix of subgroups, beliefs, and ideologies. They count the bond vigilantes, hard money advocates,...
Transcript: Neil Dutta, RenMac
The transcript from this week’s, MiB: Neil Dutta, Economics Chief at Renaissance Macro Research, is below. You can stream...
MiB: Neil Dutta, Economics Chief at Renaissance Macro Research
This week, I speak with Neil Dutta, head of economics at Renaissance Macro Research. Neil leads their...
Why Macro Forecasting Is So Hard Impossible
Let us stop for a moment to consider all that is happening with the new administration’s new economic trade policies...