Economy

Housing affordability helps explain why residential real estate transactions have reached a standstill. Over the last five years, housing…
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AnalysisThe Union of Hacking and Market ManipulationAs markets transitioned to electronic systems, a family of manipulation…
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Valuation & GrowthAs we’ve seen over the past three years, stock investors don’t like recessions, not even the no-shows. There was…
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We’ve discussed before that country classification isn’t as easy as you might think. That’s especially true for companies…
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My interview on Bloomberg last week started with a trillion-dollar question: It is important that we don’t just look at a GDP number and…
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2024 ushered in the Goldilocks economy as Covid disruptions finally fadedWe’re nearly at the end of 2024, and it’s turned out…
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Bond yields are primarily driven by macroeconomic factors such as inflation and economic growth. Given their impact on inflation and the…
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yesterday, the was up slightly, and 10-day realized volatility began to rise from its depressed levels, as the moved by 60 basis points…
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The Q3 2024 reporting season was, by one measure, the best in three years Optimism abounds across Wall Street research desks as…
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