Why a Fed Rate Cut Won’t Solve the Housing Wealth Gap – WSJ
The U.S. housing market is sharply divided between those who own and would-be buyers who can’t afford a home. The Federal Reserve’s widely expected rate
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Can bonds keep beating stocks? – The Economist
Diversification, goes an adage attributed to the late Harry Markowitz, is the only free lunch in investing. The idea later helped him win a Nobel
US economy is heading for soft landing, FT survey says – The Financial Times
The US is heading for a soft landing, as the economy expands while inflation drifts back to the Federal Reserve’s 2 per cent target, according
Week Ahead for FX, Bonds: Fed to Start Cutting Rates in Busy Week for Central-Banks – WSJ
Below are the most important global events likely to affect FX and bond markets in the coming week starting September 16. All eyes will be
PODCAST: Nicholas Bloom on why Remote Work is Good for Growth
Working from home was not an option for most people before March 11, 2020, when work and home life suddenly collided. The pandemic upended many
Trade Balances in China and the US Are Largely Driven by Domestic Macro Forces
China’s widening trade surplus and the growingUS trade deficit since the pandemic have renewed concerns about global imbalances and fueled an intense debate on their
ECB Cuts Interest Rates for Second Time in Three Months – WSJ
The European Central Bank lowered interest rates by a quarter point, its second cut in three months, offering a boost to the eurozone’s faltering economy
The Fed’s Rate-Cut Dilemma: Start Big or Small? – WSJ
Federal Reserve Chair Jerome Powell faces a difficult decision as the central bank prepares to cut interest rates next week: Start small or begin big?
OpenAI launches AI models it says are capable of reasoning – The Financial Times
OpenAI will launch an AI product it claims is capable of reasoning, allowing it to solve hard problems in maths, coding and science in a
Mortgage rates fall to lowest level since February 2023 – CNN
Mortgage rates fell this week to the lowest point since February 2023, in a welcome sign for Americans grappling with a tough housing market. The