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Middle Class Economics: Is There a Middle?

Rich and poor are well-defined, but the middle is a muddle of special situations.

Why Are Stock Prices So High?

The gap between growth in global financial assets and global GDP shrank over the last five years

Slow growth in most financial assets pushes investors toward equities.

How Much Does a Fed Rate Rise Matter? An Interview With Marti Subrahmanyam

Subrahmanyam photo

The speed, size and real economic impact of a looming Fed interest rate liftoff may be smaller than expected.

Our opinion on important issues of the day.

March 2015

Fannie and Freddie “Transfer” $20.7 Billion
Does Socially Responsible Investing Work?
China Shares the Wealth
Shop ’til You Drop
Additional Articles

Will Inflation Pick Up in 2015?

Monetary easing and a potential oil price reversal suggest inflation could be on the rise by late 2015.

Understanding China’s Urban Real Estate Market

Pieter Bottelier tells us why a hard landing is unlikely despite the recent slowdown.

Wages and Fed Policy — Making Promises You Can’t Keep

If the Fed waits to meet its own criteria, a rate rise will be a long way off.

China’s Big Bet on Robotics

Can robotics help China’s manufacturing industry stay competitive despite rising labor costs?

Commodity Price Turn Ahead?

An update of our November 2014 interview with Peter Goodburn.

Interest Rates and Tax Reform: Outlook for 2015

What reader response to past Commentaries tells us about 2015.

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