Markets are charged up heading into the Fed’s rate decision — but more cuts may not be what the economy needs.
I spoke with EFN about why overstimulation could unsettle inflation expectations and why the U.S. might not need extra stimulus right now.
Full more: efn.se/varningen-in...
I spoke with EFN about why overstimulation could unsettle inflation expectations and why the U.S. might not need extra stimulus right now.
Full more: efn.se/varningen-in...
November 5, 2025 at 10:05 PM
Markets are charged up heading into the Fed’s rate decision — but more cuts may not be what the economy needs.
I spoke with EFN about why overstimulation could unsettle inflation expectations and why the U.S. might not need extra stimulus right now.
Full more: efn.se/varningen-in...
I spoke with EFN about why overstimulation could unsettle inflation expectations and why the U.S. might not need extra stimulus right now.
Full more: efn.se/varningen-in...
New York’s mayoral race is spotlighting how policy meets practicality. I spoke with @columbiauniversity.bsky.social on how universal childcare boosts labour participation and growth—even if it isn’t fully self-financing.
Great piece by Jonathan Sperling: business.columbia.edu/insights/bus...
Great piece by Jonathan Sperling: business.columbia.edu/insights/bus...
October 31, 2025 at 10:18 PM
New York’s mayoral race is spotlighting how policy meets practicality. I spoke with @columbiauniversity.bsky.social on how universal childcare boosts labour participation and growth—even if it isn’t fully self-financing.
Great piece by Jonathan Sperling: business.columbia.edu/insights/bus...
Great piece by Jonathan Sperling: business.columbia.edu/insights/bus...
Auto repossessions are surging. That’s not just a story about the car market — it’s a warning about household finances.
As I shared with Edward Helmore, when auto borrowers start falling behind, it’s often a signal that consumer budgets are getting tighter.
www.theguardian.com/business/202...
As I shared with Edward Helmore, when auto borrowers start falling behind, it’s often a signal that consumer budgets are getting tighter.
www.theguardian.com/business/202...
October 24, 2025 at 9:22 PM
Auto repossessions are surging. That’s not just a story about the car market — it’s a warning about household finances.
As I shared with Edward Helmore, when auto borrowers start falling behind, it’s often a signal that consumer budgets are getting tighter.
www.theguardian.com/business/202...
As I shared with Edward Helmore, when auto borrowers start falling behind, it’s often a signal that consumer budgets are getting tighter.
www.theguardian.com/business/202...
Private debt markets are expanding, but transparency hasn’t kept up. That's a problem.
As I told Edward Helmore at The Guardian, when assets aren’t marked to market and no one knows where the risks are concentrated, shocks can catch the system off guard.
www.theguardian.com/business/202...
As I told Edward Helmore at The Guardian, when assets aren’t marked to market and no one knows where the risks are concentrated, shocks can catch the system off guard.
www.theguardian.com/business/202...
October 15, 2025 at 8:51 PM
Private debt markets are expanding, but transparency hasn’t kept up. That's a problem.
As I told Edward Helmore at The Guardian, when assets aren’t marked to market and no one knows where the risks are concentrated, shocks can catch the system off guard.
www.theguardian.com/business/202...
As I told Edward Helmore at The Guardian, when assets aren’t marked to market and no one knows where the risks are concentrated, shocks can catch the system off guard.
www.theguardian.com/business/202...
The GOP can’t claim fiscal discipline while cutting taxes and boosting spending. As I noted to BBC News' Anthony Zurcher, that contradiction speaks louder than any budget rhetoric.
www.bbc.com/news/article...
www.bbc.com/news/article...
October 10, 2025 at 8:21 PM
The GOP can’t claim fiscal discipline while cutting taxes and boosting spending. As I noted to BBC News' Anthony Zurcher, that contradiction speaks louder than any budget rhetoric.
www.bbc.com/news/article...
www.bbc.com/news/article...
Policy volatility, rising tariffs, and cooling job growth are reshaping the outlook for small and mid-sized businesses in North America.
I moderated a panel at Columbia Business School that looked at these key signals for SME leaders. Read the write-up here: business.columbia.edu/insights/fin...
I moderated a panel at Columbia Business School that looked at these key signals for SME leaders. Read the write-up here: business.columbia.edu/insights/fin...
October 9, 2025 at 9:50 PM
Policy volatility, rising tariffs, and cooling job growth are reshaping the outlook for small and mid-sized businesses in North America.
I moderated a panel at Columbia Business School that looked at these key signals for SME leaders. Read the write-up here: business.columbia.edu/insights/fin...
I moderated a panel at Columbia Business School that looked at these key signals for SME leaders. Read the write-up here: business.columbia.edu/insights/fin...
The shutdown is just one layer of the uncertainty weighing on the US economy.
As I noted to Allison Morrow at @cnn.com, statistical blind spots, tariff volatility, and weakened institutions are eroding investor confidence at a critical time.
www.cnn.com/2025/10/02/b...
As I noted to Allison Morrow at @cnn.com, statistical blind spots, tariff volatility, and weakened institutions are eroding investor confidence at a critical time.
www.cnn.com/2025/10/02/b...
October 8, 2025 at 7:28 PM
The shutdown is just one layer of the uncertainty weighing on the US economy.
As I noted to Allison Morrow at @cnn.com, statistical blind spots, tariff volatility, and weakened institutions are eroding investor confidence at a critical time.
www.cnn.com/2025/10/02/b...
As I noted to Allison Morrow at @cnn.com, statistical blind spots, tariff volatility, and weakened institutions are eroding investor confidence at a critical time.
www.cnn.com/2025/10/02/b...
The Fed’s next rate-cut decision may be made with incomplete data.
I discussed the implications of the US government shutdown for the Observer—from missing jobs numbers to rising inflation, policymakers could be flying blind at a pivotal moment.
observer.com/2025/10/gove...
I discussed the implications of the US government shutdown for the Observer—from missing jobs numbers to rising inflation, policymakers could be flying blind at a pivotal moment.
observer.com/2025/10/gove...
October 3, 2025 at 10:53 PM
The Fed’s next rate-cut decision may be made with incomplete data.
I discussed the implications of the US government shutdown for the Observer—from missing jobs numbers to rising inflation, policymakers could be flying blind at a pivotal moment.
observer.com/2025/10/gove...
I discussed the implications of the US government shutdown for the Observer—from missing jobs numbers to rising inflation, policymakers could be flying blind at a pivotal moment.
observer.com/2025/10/gove...
President Trump’s new tariffs on trucks, furniture and medicines risk adding more pressure to prices, supply chains and cross-border trade. I discussed the potential fallout with @washingtonpost.com reporters Andrew Jeong and Victoria Craw.
www.washingtonpost.com/business/202...
www.washingtonpost.com/business/202...
October 1, 2025 at 11:04 PM
President Trump’s new tariffs on trucks, furniture and medicines risk adding more pressure to prices, supply chains and cross-border trade. I discussed the potential fallout with @washingtonpost.com reporters Andrew Jeong and Victoria Craw.
www.washingtonpost.com/business/202...
www.washingtonpost.com/business/202...
The Fed’s rate cut brings some relief—but not for everyone.
Jessica Dickler at CNBC looks at how borrowing and savings costs are shifting. I shared a few thoughts on what that means for household budgets in a higher-inflation economy.
www.cnbc.com/2025/09/17/f...
Jessica Dickler at CNBC looks at how borrowing and savings costs are shifting. I shared a few thoughts on what that means for household budgets in a higher-inflation economy.
www.cnbc.com/2025/09/17/f...
September 25, 2025 at 10:17 PM
The Fed’s rate cut brings some relief—but not for everyone.
Jessica Dickler at CNBC looks at how borrowing and savings costs are shifting. I shared a few thoughts on what that means for household budgets in a higher-inflation economy.
www.cnbc.com/2025/09/17/f...
Jessica Dickler at CNBC looks at how borrowing and savings costs are shifting. I shared a few thoughts on what that means for household budgets in a higher-inflation economy.
www.cnbc.com/2025/09/17/f...
Stagflation risks are rising in the U.S. economy—driven by President Trump’s tariffs and immigration policies.
In @theguardian.com, I spoke with Lauren Aratani about how growth forecasts are falling and inflation is climbing.
www.theguardian.com/business/202...
In @theguardian.com, I spoke with Lauren Aratani about how growth forecasts are falling and inflation is climbing.
www.theguardian.com/business/202...
September 24, 2025 at 9:38 PM
Stagflation risks are rising in the U.S. economy—driven by President Trump’s tariffs and immigration policies.
In @theguardian.com, I spoke with Lauren Aratani about how growth forecasts are falling and inflation is climbing.
www.theguardian.com/business/202...
In @theguardian.com, I spoke with Lauren Aratani about how growth forecasts are falling and inflation is climbing.
www.theguardian.com/business/202...
The Fed’s rate cut is a bet on softening labour markets and a reminder that monetary policy takes time to move through the system.
I discussed the lag on rate impacts in @csmonitor.bsky.social.
www.csmonitor.com/Business/202...
I discussed the lag on rate impacts in @csmonitor.bsky.social.
www.csmonitor.com/Business/202...
September 21, 2025 at 1:49 PM
The Fed’s rate cut is a bet on softening labour markets and a reminder that monetary policy takes time to move through the system.
I discussed the lag on rate impacts in @csmonitor.bsky.social.
www.csmonitor.com/Business/202...
I discussed the lag on rate impacts in @csmonitor.bsky.social.
www.csmonitor.com/Business/202...
Canada’s largest employee-owned trust shows the power of EOTs to keep companies locally rooted while sharing wealth.
Meera Raman cites the Social Capital Partners report I co-wrote with Jon Shell. Big credit to Employee Ownership Canada & Matthew Mendelsohn.
www.theglobeandmail.com/business/art...
Meera Raman cites the Social Capital Partners report I co-wrote with Jon Shell. Big credit to Employee Ownership Canada & Matthew Mendelsohn.
www.theglobeandmail.com/business/art...
September 14, 2025 at 3:13 PM
Canada’s largest employee-owned trust shows the power of EOTs to keep companies locally rooted while sharing wealth.
Meera Raman cites the Social Capital Partners report I co-wrote with Jon Shell. Big credit to Employee Ownership Canada & Matthew Mendelsohn.
www.theglobeandmail.com/business/art...
Meera Raman cites the Social Capital Partners report I co-wrote with Jon Shell. Big credit to Employee Ownership Canada & Matthew Mendelsohn.
www.theglobeandmail.com/business/art...
President Trump’s attacks on the Fed could backfire. A loss of central bank independence won’t bring down mortgage rates — it’ll drive them up.
I broke it down with Claire Boston in Yahoo Finance: finance.yahoo.com/news/trumps-...
I broke it down with Claire Boston in Yahoo Finance: finance.yahoo.com/news/trumps-...
September 11, 2025 at 9:51 PM
President Trump’s attacks on the Fed could backfire. A loss of central bank independence won’t bring down mortgage rates — it’ll drive them up.
I broke it down with Claire Boston in Yahoo Finance: finance.yahoo.com/news/trumps-...
I broke it down with Claire Boston in Yahoo Finance: finance.yahoo.com/news/trumps-...
In @csmonitor.bsky.social, Laurent Belsie looks at how the Supreme Court’s tariff ruling could decide whether the U.S. enters recession.
I explain why few firms actually benefit from tariffs—and why policy uncertainty continues to drag on the economy.
www.csmonitor.com/Business/202...
I explain why few firms actually benefit from tariffs—and why policy uncertainty continues to drag on the economy.
www.csmonitor.com/Business/202...
September 9, 2025 at 9:52 PM
In @csmonitor.bsky.social, Laurent Belsie looks at how the Supreme Court’s tariff ruling could decide whether the U.S. enters recession.
I explain why few firms actually benefit from tariffs—and why policy uncertainty continues to drag on the economy.
www.csmonitor.com/Business/202...
I explain why few firms actually benefit from tariffs—and why policy uncertainty continues to drag on the economy.
www.csmonitor.com/Business/202...
What do falling cardboard box sales say about the U.S. economy? A lot, actually. AlterNet’s Adam Lynch and I spoke about how this indicator reveals deeper uncertainty around consumer demand, tariffs, and the Trump market.
www.alternet.org/trump-econom...
www.alternet.org/trump-econom...
September 8, 2025 at 10:24 PM
What do falling cardboard box sales say about the U.S. economy? A lot, actually. AlterNet’s Adam Lynch and I spoke about how this indicator reveals deeper uncertainty around consumer demand, tariffs, and the Trump market.
www.alternet.org/trump-econom...
www.alternet.org/trump-econom...
President Trump says if courts strike down his emergency tariffs, recent trade "deals" would have to be unwound.
Fortune explores what that could mean for U.S. leverage in trade negotiations—and features my take on how these non-deals undermine real trade diplomacy.
fortune.com/2025/09/04/d...
Fortune explores what that could mean for U.S. leverage in trade negotiations—and features my take on how these non-deals undermine real trade diplomacy.
fortune.com/2025/09/04/d...
September 5, 2025 at 4:57 PM
President Trump says if courts strike down his emergency tariffs, recent trade "deals" would have to be unwound.
Fortune explores what that could mean for U.S. leverage in trade negotiations—and features my take on how these non-deals undermine real trade diplomacy.
fortune.com/2025/09/04/d...
Fortune explores what that could mean for U.S. leverage in trade negotiations—and features my take on how these non-deals undermine real trade diplomacy.
fortune.com/2025/09/04/d...
Freschia Gonzales at Wealth Professional dives into why Canadian investors are sending record capital into U.S. stocks—despite stronger returns at home and consumer boycotts.
I shared why it’s not emotion but diversification that drives portfolio strategy.
www.wealthprofessional.ca/news/industr...
I shared why it’s not emotion but diversification that drives portfolio strategy.
www.wealthprofessional.ca/news/industr...
September 5, 2025 at 4:47 PM
Freschia Gonzales at Wealth Professional dives into why Canadian investors are sending record capital into U.S. stocks—despite stronger returns at home and consumer boycotts.
I shared why it’s not emotion but diversification that drives portfolio strategy.
www.wealthprofessional.ca/news/industr...
I shared why it’s not emotion but diversification that drives portfolio strategy.
www.wealthprofessional.ca/news/industr...
We're grateful to @bobeunlimited.bsky.social for helping us launch the 3rd edition of our CBS Global Macro Investing course by sharing his insights on the links between economic developments, asset factors, and market prices with a packed house of MBA students! Follow Bob for his daily views!
September 4, 2025 at 9:22 PM
We're grateful to @bobeunlimited.bsky.social for helping us launch the 3rd edition of our CBS Global Macro Investing course by sharing his insights on the links between economic developments, asset factors, and market prices with a packed house of MBA students! Follow Bob for his daily views!
The euro’s surge and U.S. tariffs are hitting European exporters hard. I spoke with @benzinga.bsky.social about why currency pressure, trade friction, and diverging interest rate paths are converging to create real risk for corporate Europe.
www.benzinga.com/markets/euro...
www.benzinga.com/markets/euro...
September 4, 2025 at 7:04 PM
The euro’s surge and U.S. tariffs are hitting European exporters hard. I spoke with @benzinga.bsky.social about why currency pressure, trade friction, and diverging interest rate paths are converging to create real risk for corporate Europe.
www.benzinga.com/markets/euro...
www.benzinga.com/markets/euro...
Featured in this article by Tamsin Vidal for Gothamist, I explain how a 30% tariff on Chinese imports is raising prices on everything from pencils to backpacks—and straining families already facing rising housing and food costs.
gothamist.com/news/nyc-par...
gothamist.com/news/nyc-par...
September 2, 2025 at 9:29 PM
Featured in this article by Tamsin Vidal for Gothamist, I explain how a 30% tariff on Chinese imports is raising prices on everything from pencils to backpacks—and straining families already facing rising housing and food costs.
gothamist.com/news/nyc-par...
gothamist.com/news/nyc-par...
President Trump’s tariff push is hurting American consumers, disrupting global trade, and straining U.S. alliances—including with Canada.
Quoted for LRT, I argue these tariffs are less about economics and more about political leverage. The costs are already adding up.
www.lrt.lt/en/news-in-e...
Quoted for LRT, I argue these tariffs are less about economics and more about political leverage. The costs are already adding up.
www.lrt.lt/en/news-in-e...
August 31, 2025 at 3:26 PM
President Trump’s tariff push is hurting American consumers, disrupting global trade, and straining U.S. alliances—including with Canada.
Quoted for LRT, I argue these tariffs are less about economics and more about political leverage. The costs are already adding up.
www.lrt.lt/en/news-in-e...
Quoted for LRT, I argue these tariffs are less about economics and more about political leverage. The costs are already adding up.
www.lrt.lt/en/news-in-e...
Canadians are buying American stocks at the highest rate in 35 years.
In Fortune, Sasha Rogelberg explores the gap between economic nationalism and portfolio strategy. I explain why Canadian investors engaged with U.S. markets despite the politics.
fortune.com/2025/08/26/u...
In Fortune, Sasha Rogelberg explores the gap between economic nationalism and portfolio strategy. I explain why Canadian investors engaged with U.S. markets despite the politics.
fortune.com/2025/08/26/u...
August 31, 2025 at 3:19 PM
Canadians are buying American stocks at the highest rate in 35 years.
In Fortune, Sasha Rogelberg explores the gap between economic nationalism and portfolio strategy. I explain why Canadian investors engaged with U.S. markets despite the politics.
fortune.com/2025/08/26/u...
In Fortune, Sasha Rogelberg explores the gap between economic nationalism and portfolio strategy. I explain why Canadian investors engaged with U.S. markets despite the politics.
fortune.com/2025/08/26/u...
President Trump’s tariffs are hitting Canadian exports and both sides of the border will feel it. In @washingtonpost.com I spoke about how levies meant to punish competitors often end up punishing supply chains, trading partners, and families instead.
www.washingtonpost.com/business/202...
www.washingtonpost.com/business/202...
August 18, 2025 at 11:03 PM
President Trump’s tariffs are hitting Canadian exports and both sides of the border will feel it. In @washingtonpost.com I spoke about how levies meant to punish competitors often end up punishing supply chains, trading partners, and families instead.
www.washingtonpost.com/business/202...
www.washingtonpost.com/business/202...
Cardboard box shipments are slumping — and that’s not just a packaging story. In @bloomberg.com, I explain why falling demand signals weakening consumer activity, policy uncertainty, and the drag of tariff threats.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
August 17, 2025 at 5:09 PM
Cardboard box shipments are slumping — and that’s not just a packaging story. In @bloomberg.com, I explain why falling demand signals weakening consumer activity, policy uncertainty, and the drag of tariff threats.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...