
Q1 2024
Point of View
Our perspective on issues affecting global markets.
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Article 1
January 23, 2024
Spare Change: Is The U.S. Consumer Running Out Of Savings?
Concerns about personal savings underlie bearish views about U.S. consumer spending and U.S. economic growth prospects. We write to dispel misconceptions about consumer savings and re-emphasize what drives consumer spending.
Article 2
January 23, 2024
Mind The Gap: Should We Worry About The U.S. Fiscal Situation?
The large U.S. budget deficit has garnered international attention. What’s driving the deficit, and what risks are created by the gap? We explore and find reasons for calm amongst the clamor.
Article 3
January 23, 2024
Taylor (Still) Rules: Revisiting Monetary Policy Rules And Their Usefulness
Investors want a simple answer to what happens next with interest rates. Well, here’s the thing: Policymakers and top-notch investors use a simple rule, and we will tell you how it works. Read on!
Article 4
January 23, 2024
The Original Global Reserve Currency: Coin Hoards of the Roman Empire
Long before the U.S. dollar ruled the global financial world, Roman coins greased the wheels of commerce and as stores of wealth. Navigate and see a unique perspective on the Roman Empire's economic footprint.