Viewpoints about Interest Rates
-
Understanding how monetary and fiscal policies can work together
While the U.S. monetary and fiscal policy responses to the pandemic have been massive, further efforts on the fiscal side have stalled. We explore the differences between the two.
Read more -
Inflation, inflation targeting, and your portfolio
Why does inflation matter for your portfolio? We review inflation basics, outline how Fed policy is designed to manage inflation, and address inflation's effects on the economy and markets.
Read more -
In focus: U.S. inflationary forces
Recessions aren't typically associated with inflationary pressures, but that's the environment we find ourselves in. Find out why.
Read more
-
U.S. bank outlook brightens as borrower health improves post-lockdown
Although U.S. banks were seen as a weak spot in the economy just a few months ago, they’ve since become a catalyst for recovery as borrower health improves.
Read more
-
U.S. jobs report stuns—hello V-shaped recovery?
A robust jobs recovery in May caught investors by surprise. Can investors take this as a sign that the worst is over?
Read more
-
U.S. bank stocks offer untapped potential—once the economy returns to normal
U.S. banks face declining interest rates, borrowers under stress, and a weak economy. Yet recent earnings results indicate banks may be well positioned to recover.
Read more
-
What is modern monetary theory?
There’s been lots of talk about it, but just what is modern monetary theory? Learn both sides of the debate on an unorthodox approach to economic policy.
Read more -
Fiscal policy and the threat of global recession
Does COVID-19 require a different policy response than the Global Financial Crisis? We explore the need for big fiscal stimulus, not just monetary measures.
Read more
-
The Fed's historic stimulus
Having slashed interest rates to near zero and played down the likelihood of negative rates, has the Fed run out of tools to prop up growth? Our experts think not. Read the latest analysis from Frances Donald.
Read more
-
The Fed's emergency rate cut—what it can and cannot fix
What's the point of the Fed's emergency rate cut? It won't put an end to supply chain disruption or halt the coronavirus health crisis. But it may put the economy on a stronger long-term trajectory.
Read more