The sell-off in U.S. stocks in response to reports of a weakening Chinese economy shows that investor emotions have gotten ahead of reality.
Entries by Milton Ezrati
Beijing is betting that lowering the value of the yuan will help its faltering export sector. But the move may not immediately produce the desired economic boost.
Fresh news of geopolitical turmoil spurred selling on July 17. How might markets behave in the aftermath?
While a far larger-than-expected decline in revised first-quarter GDP does not signal recession, it does point to continued subpar growth.
Expectations of stronger second-quarter growth may have to be trimmed if gasoline prices rise sharply.
Shocking as the first-quarter GDP release looks on the surface, it still is no big deal.
The French author cherry-picks certain periods of economic history to make his point—and totally ignores the prospective impact of current demographic trends.
A recent article emphasizing America’s vulnerability to setbacks in emerging markets is unnecessarily alarmist.
While job growth rebounded from weather-related weakness, labor market fundamentals remain soft.