Brevan Howard's Top Economist Sees Three Huge Macro Turning Points Under Way
Right now, there's a lot of hope and optimism that the US economy is on a path towards a soft landing. Nonetheless, there are aspects of the current landscape that are unsettling. Inflation has come d...
22 Jan 202451min
The Moment That Boeing's Culture Started To Rot
On Jan. 5, the plug door of an Alaska Airlines 737 Max 9 blew out mid-flight, forcing the plane into an emergency landings with a large hole in fuselage. Miraculously, nobody was hurt or killed, but i...
19 Jan 202438min
US Oil Is Booming and It's Upending Global Markets
In the early 2010s, US shale players were producing oil like crazy, with no concerns about profitability. Then the legs were kicked out from the industry, causing a massive bust and massive oversupply...
18 Jan 202440min
The Massive Economic Impact If China Invades Taiwan
A possible Chinese invasion of Taiwan has become a top-of-mind concern in defense and corporate circles in recent years. But what would such an attack actually look like? And what would be the economi...
15 Jan 202449min
Lots More on What's Hot at JPM's Health Conference
For anyone interested in investing in the health-care space, JPMorgan's annual Health Care Conference has become one of the most important events of the year. We were not able to get to San Francisco ...
12 Jan 202419min
Harley Bassman on Why the Big Moves in the Bond Market Are Done
Harley Bassman, a.k.a. the Convexity Maven, is a legend among bond investors. He worked at Merrill Lynch, where he invented the MOVE Index that measures bond market volatility, and then at Pimco. Now,...
11 Jan 202444min
Lael Brainard on What Still Can Be Done to Lower Prices
The mood about the US economy feels very different right now than it did a year ago. At the start of 2023, almost everyone seemed to be predicting recession. Right now, there is a high degree of optim...
9 Jan 202434min
This Is the Impact of Billions Flowing Into Private Credit
Private credit is now so big that it's rivaling more traditional forms of lending and fueling a debate about whether this relatively new asset class poses risks to the economy. And yet, it feels like ...
8 Jan 202442min
