Notes on the Economy – 1Q 2020 Summary
February 20, 2020
The global economy now faces another risk—potential loss of production due to the COVID-19 outbreak that originated in Wuhan, China.
Three-Year Economic Outlook Summary (2020-2022)
January 30, 2020
A look at probable economic scenarios and asset class expected return projections.
Special Report: China’s Gordian Knot
January 16, 2020
The world’s reliance on China is deepening, but complex economic challenges loom for the nation. It’s a Gordian knot that could affect us all.
Notes on the Economy – 4Q 2019 Summary
December 5, 2019
The economy has decelerated during 2019; growth should soon hit bottom and turn the corner, gaining speed in the first half of 2020.
From Cold War to Hot Peace: US & Russia Relations
September 26, 2019
Are U.S. – Russia relations better or worse than at the height of the Cold War? According to former Ambassador Michael McFaul current relations are bad but nowhere near as ominous as they were in the 1950s and ‘60s.
Outlook for the U.S. Economic Expansion
June 13, 2019
Certain indicators suggest that risks to future U.S. economic growth have increased, but overall the outlook for the economy remains positive thanks to strong consumer spending and monetary policy support.
China’s Growth Has Been Stunning but Cracks Are Showing
December 10, 2018
AMG’s Chairman Earl Wright dissected China’s rise to the world’s second largest economy and its future global implications with international experts Robert Kaplan and Dr. Harry Broadman.
U.S. Labor Force Growth and the Impact of Public Policy
September 20, 2018
A rebound in U.S. labor force growth on the heels of public policy support could drive higher U.S. potential GDP growth and lengthen the current economic expansion.
Labor Force Participation and GDP Growth
September 6, 2018
Long-term declines in participation for key groups of American workers have driven the labor force participation rate down, but there are policy solutions that can mitigate future declines.
The Secret to Investing: Deducing Tomorrow Today
September 3, 2018
Investing in last year’s hot stocks, indexes or managers is a sure way of underachieving in tomorrow’s financial markets. Exceptions exist, but academic studies verify