We are three months away from the longest yield curve inversion-to-recession period. Will Cam Harvey's famous recession indicator hold? Highlights from EI podcast.
The yield curve is inverted, implying an imminent recession, but the stock market is at or near record highs. What can we make of these contradictory signals?
Paul Volcker restored the Fed's credibility through suffering. The Fed's leadership knows that it must pursue a similar course today.
Campbell R. Harvey, Duke University Professor of Finance, finds that elements of this crisis may seem familiar, but it has some important differences.
We may not have seen the end of boom and bust, but the world’s leading economies do appear to have become more stable in recent decades, Dr. David Kelly, CFA, writes.
In January, 70% of CFA Institute Financial NewsBrief readers didn't expect a US recession in 2016. So what about 2017?
It was a holiday-shortened week last week, so there weren't a lot of companies talking. It is annual report season though, so a lot of this week's quotes come from shareholder letters. Commentary continues to be positive. Optimism has rebounded with the markets.
What will it take to fix the U.S. housing market? Some ideas from 65th CFA Institute Annual Conference speaker Laurie Goodman of Amherst Securities have been gaining popularity.
The global economy is on a tenuous path to recovery "but there is still a huge challenge ahead," says the former adviser to both the U.K. prime minister and HM Treasury.
The S&P 500 could drop by as much as 20%, the euro will fail, and the United States is in permanent decline, he argued.