Regulation has made banks sturdier, but the financial system as a whole is less safe.
Americans are staying with their employers longer — good for stability but bad for labor market dynamism.
Changes in the economy and family structure are concentrating poverty and making it worse.
Oil prices at $75 a barrel are a realistic possibility in 2016.
Slow growth in most financial assets pushes investors toward equities.
The speed, size and real economic impact of a looming Fed interest rate liftoff may be smaller than expected.
Rich and poor are well-defined, but the middle is a muddle of special situations.
Monetary easing and a potential oil price reversal suggest inflation could be on the rise by late 2015.
Pieter Bottelier tells us why a hard landing is unlikely despite the recent slowdown.