2019-11-21 11:34:00 Thu ET
federal reserve monetary policy treasury dollar employment inflation interest rate exchange rate macrofinance recession systemic risk economic growth central bank fomc greenback forward guidance euro capital global financial cycle credit cycle yield curve
Berkeley macro economist Brad DeLong sees no good reasons for an imminent economic recession with mass unemployment and even depression. The current U.S. economic expansion can be sustainable over the longer run when the Trump administration helps direct people and resources from low to high-marginal-return productive activities. There is no clear sign of an economic recession with higher unemployment in light of moderate wage inflation, low price inflation below the 2% target, and reasonable real economic output. These fundamental considerations suggest that the current U.S. economic boom is likely to sustain at least over the medium term.
However, envy and greed are often the muses that almost always convince some stock market investors to buy equity stakes at the peak of an asset bubble. Later these stock market investors would wonder why there are no hints of the probable risks or black swans. The same economic rationale also applies to more generic investors who retain an active interest in bonds, currencies, futures, and precious metals such as gold, silver, and platinum etc.
As the Federal Reserve maintains the current dovish interest rate adjustments with Treasury fiscal stimulus packages such as tax cuts and infrastructure expenditures, an economic recession cannot be imminent under normal labor market conditions.
If any of our AYA Analytica financial health memos (FHM), blog posts, ebooks, newsletters, and notifications etc, or any other form of online content curation, involves potential copyright concerns, please feel free to contact us at service@ayafintech.network so that we can remove relevant content in response to any such request within a reasonable time frame.
2023-09-07 11:30:00 Thursday ET

Michael Woodford provides the theoretical foundations of monetary policy rules in ever more efficient financial markets. Michael Woodford (2003)  
2023-10-21 11:32:00 Saturday ET

Walter Scheidel indicates that persistent European fragmentation after the collapse of the Roman Empire leads to modern economic growth and development.
2019-02-21 12:37:00 Thursday ET

Apple shakes up senior leadership to initiate a new transition from iPhone revenue reliance to media and software services. These changes include the key pr
2019-04-21 10:07:54 Sunday ET

Central bank independence remains important for core inflation containment in the current age of political populism. In accordance with the dual mandate of
2023-02-14 09:31:00 Tuesday ET

Eric Posner and Glen Weyl propose radical reforms to resolve key market design problems for better democracy and globalization. Eric Posner and Glen Weyl
2018-08-31 08:42:00 Friday ET

We share several famous inspirational stock market quotes by Warren Buffett, Peter Lynch, Benjamin Graham, Ben Franklin, Philip Fisher, and Michael Jensen.