Economy

Over the past few decades, the global landscape of technological research has undergone an unprecedented transformation. While the United…
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The financial markets have been expecting more cuts in the federal funds rate (FFR) than Eric and I have all year so far. At the start of…
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The August highlighted a critical reality: the labor market is cooling off. While the headline figures seemed decent, the underlying…
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At the start of this year, we introduced the Nasdaq IPO Pulse, a leading index of U.S. initial public offering (IPO)…
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Today’s revised estimate of US economic activity for the upcoming continues to point to a slower-but-still-solid growth rate, based on…
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We are getting closer to the US electionYesterday saw the first presidential debate between President Trump and VP Harris,…
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Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on prices, global bond yields, and…
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 How can we regulate AI in a meaningful way?The most important thing we need to recognize is that AI can only meaningfully be…
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Let me start with the punch line, which I think will not be a very common take: this report does not stop the Fed from easing 50bps next…
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