Jonathan H. Todd

Finance, Investing, Economics

Tag: Federal Reserve (page 1 of 4)

What the real fed funds rate says about the U.S. economy

The real fed funds rate has sat below zero since the Financial Crisis. What does this mean for the U.S. economy?

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Where Does the Dollar Go From Here?

The dollar has become the bellwether for the Trump administration’s economic policies, but it’s unclear where the greenback will go from here.

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Watching the Post-Election 2/10 Spread

The spread between 2-year and 10-year Treasuries provides a good benchmark for how investors feel about the Trump administration.

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Morning Minutes: December 20, 2016

Economic uncertainty is rising. Geopolitical tensions are churning. And the financial burdens of having young children (but we still love them).

Here’s what you need to know this morning.

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Why Stock Markets Could Be the Canary in the Income Inequality Coal Mine

Income inequality is widening in the United States, and its impact could be felt in the stock markets.
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Calling A Private Equity Manager To Fix A Leaky Pipe: How Financialization Is Skewing The Housing Market

The financialization of real estate have been a winner for investors, but what does it mean for the long-term health of the economy?
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The Puerto Rico Debt Default Probably Doesn’t Hurt Your Portfolio, But Don’t Ignore It

Investors may not take a hit directly from the Puerto Rico debt default, but there are still lessons to be drawn.
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Slow and Low: Why Is Productivity Growth Flatlining?

Productivity growth has stalled – are we measuring it wrong? Or can we really do less with more? The service economy and inequality might be to blame.

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Why Cities Are The Solution To The Populist Wave

Simon Kuper wrote an excellent commentary this weekend on why journalists need to get out of their city bubbles and talk to real citizens who represent more typical life experiences. As he notes, “Today, most remaining journalists live in metropolitan enclaves such as Brooklyn, north London and central Paris, and look like the elites they cover.” It’s difficult to understand how a voter in Iowa feels if you live/work/play all within two miles of Fort Greene.

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Does It Matter If Robert Gordon Is Right Or Wrong?

Robert Gordon’s argument of whether we’ve run out of major innovations is interesting and important. But it’s just the mask of a deeper economic issue.

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