Notes on the Economy – Q3 2026 Summary
September 3, 2026
Gross national debt has surpassed $40 trillion; nothing seems to be stopping its growth to the sky.
U.S. Growth Looks Strong Unless Oil Shock Hits
July 28, 2026
AMG sees steady economic growth in second half of 2026, but oil prices remain the biggest risk ahead.
Why First-Time Homebuyers Are Now 40
July 21, 2026
America’s first-time homebuyers are older, fewer, and further behind.
American Ingenuity Is Electrifying AI
July 14, 2026
How AI’s enormous appetite for energy is fueling a burst of American innovation.
Caught Between War and the AI Boom
June 23, 2026
Oil shock, AI surge: The two forces are rewriting the economic outlook.
Dueling Forces Reshaping the Economic Landscape
June 18, 2026
Amid AI and the Iran war, U.S. economy has shown remarkable resilience.
Notes on the Economy – Q2 2026 Summary
June 2, 2026
The fate of the global economy depends on reopening of the Strait of Hormuz.
Inflation’s Back. Jobs Aren’t. The Fed’s Task Just Got Harder
April 28, 2026
Here’s why the Federal Reserve’s next move just got risker.
Oil Prices Depend on This One Thing
April 23, 2026
Hormuz, we have a problem: one strait, global pain at the pump.
AI: From Buzzword to Portfolio Tool
April 21, 2026
AI is quietly reshaping markets: Why investors who look beyond the hype might find long-term opportunity across global portfolios.