The Outlook for Undecided Senate Races
The composition of the next Senate will not be finalized until December.
Can Central Banks Revive the Global Economy?
Central banks have been forced to take unprecedented actions in trying to contain the burgeoning crisis.
Is the US Financial Crisis Over?
The amount of liabilities the US government has been forced to assume is unprecedented.
Could There Be a Second Half Recession?
Growth is weakening dramatically throughout the industrialized world.
Sovereign Wealth Funds
Sovereign wealth funds are an inevitable development given the large current account imbalances that have emerged in recent years.
The Federal Reserve Will Not Tighten During 2008
There is no end in sight to sluggish economic performance in the advanced world.
Will There Be a Clash Between US and European Monetary Policy?
The ECB is looking increasingly hawkish while the Fed is retaining a dovish bias.
The Outlook for Corporate Profits: The Great Divergence
The profit outlook for non-financial industries is inextricably linked to the outlook for the US economy.
Can the Global Economy Survive a US Recession?: Part 1
The global economy is likely to endure a year and a half of subpar growth.
Can the Global Economy Survive a US Recession?: Part 2
Commodity prices have become untethered from US growth for the first time in memory.
Can Barney Frank Rescue the US Economy?
The Fed is no longer being forced to contain the developing financial crisis on its own.
Will Negative Housing Equity Neutralize US Monetary Policy?
Bear Stearns has been the epicenter of the slow motion financial crisis during the last eight months.
Will Rising Mortgage Rates Neutralize US Monetary Policy?
Tight credit conditions and a subdued consumer are raising the likelihood that the US is moving into a recession.
2008 Economic Forecast
The outlook for the global economy in the year ahead is much weaker than it was one year ago.
The Fed Will Ease in Late January
Falling house prices are forcing the Fed to ease monetary policy.