The conventional wisdom misses the role of the Fed.

The main economic impact of artificial intelligence today is on interest rates.

But if you are worried about the US debt, there may be a better route than gold’s ‘debasement’ trade.

The AI economy is full of myths. Here are 5 worth challenging.

As inflation cools and growth slows, we expect rate cuts in 2027 and 2028 that help reignite economic growth.

The Trump administration has other ways to keep tariffs high—if the president has the patience for the bureaucracy involved.

Risks to the labor market point to easier monetary policy ahead.

We’re expecting a major rise in inflation and see a high risk of a recession.

Risks of recession have just gone up, while the standard of living could go down.

Inflation impact will depend on the scope of tariffs, fiscal policy, and the Fed’s response.