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Economists Adjust Fed Rate Forecasts in Response to Inflation Risks
Inflation concerns tied to Trump’s policies have economists rethinking their Fed rate predictions. It’s a fascinating look at how professionals weigh risks and adjust forecasts in a constantly changing landscape.
Reassessing the Dollar: Why Asset Managers Are Shifting Their Views
As geopolitical tensions escalate and the US economy remains strong, asset managers are reconsidering their expectations for a weaker dollar. Explore the factors influencing this change.
The Mega-Cap Conundrum: AI, Fed Policy, and the Future of US Stocks
The US stock market is on a remarkable run, with mega-cap stocks leading the charge. As AI and Fed policy shape the future, investors wonder if this trend will continue or if a shift is on the horizon.
High P/E Ratios: Warning Sign or New Normal?
The market’s high P/E ratios might not be the warning sign they used to be—or maybe they are. Here’s why investors are debating what these numbers really mean.
Are Banks Kicking the Commercial Real Estate Can Down the Road?
With US borrowers at a decade high for potential second defaults on commercial property loans, the “extend and pretend” strategy raises alarms about systemic risks in the banking sector.
The Future of Prediction Markets: Are They Here to Stay?
On Election Day, prediction markets remained surprisingly stable, prompting discussions about their efficiency and the role of insider information. With changing regulations, could prediction markets soon rival sports betting in popularity?