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WEEKLY
昨日 09:16

インフレは根強く構造的

Inflation Is Sticky, Structural and Hard to Solve. The Party is Premature.
勝利宣言は時期尚早
WEEKLY
2022/07/31 07:57

FRBのハト派転換に賭けるのは時期尚早かつ自滅的

Bets on a Dovish Fed Pivot Are Premature and Self-Defeating.
「中立金利」発言に浮かれる市場への警告
WEEKLY
2022/07/24 08:53

米国に迫る食料危機

A Food Shortage Could Be Coming, Even in the U.S.
干ばつや太陽光発電が農業圧迫
WEEKLY
2022/07/17 10:36

7月の1%利上げ、可能性は低い

Don’t Buy the Hype. Why the Fed Won’t Do a Full-Point Rate Hike.
市場の期待とFRBの対応には依然差
WEEKLY
2022/07/03 09:04

ウォール街の利益予想は現実離れ

Wall Street’s Profit Forecasts Are in ‘La-La’ Land. Stocks Need to Adjust.
株価は調整必要
WEEKLY
2022/06/26 08:45

ガソリン税停止よりも効果がある政策とは

Gas-Tax Holiday Is a Gimmick. Here Are Some Better Ideas.
急がれる増産
WEEKLY
2022/06/19 09:16

FRBのタカ派転換とガイダンスに矛盾

The Fed’s Guidance Clashes With Its Hawkish Turn
真意がつかみにくいメッセージ
WEEKLY
2022/06/12 07:49

インフレは高止まりへ

A Break in Inflation Is on the Way, but It’s the Wrong Break
統計項目の大半は低下せず
WEEKLY
2022/05/29 08:33

景気後退を回避する唯一の方法

Avoiding Recession May Require Moving the Inflation Goal Post.
FRBのインフレ目標の引き上げが必要
2022/05/26 06:11

米中間選挙:予想外に民主党が勝ったら?

An Unexpected Blue Wave Could Shake Up These Stocks
IT、製薬には打撃
WEEKLY
2022/05/15 09:30

米FRBのタカ派姿勢、ピークの可能性

Fed Hawkishness May Be Near Its Peak, Even if Inflation Isn’t
インフレ高止まりでも
WEEKLY
2022/05/08 09:34

パウエル議長の主張するソフトランディングと矛盾する数字

Powell Says the Fed Has a Path to a Soft Landing. This Quant Says It Doesn’t Add Up.
計算が示す今後の金融引き締めの限界
WEEKLY
2022/05/01 09:08

ソフトランディングはあり得ない

There Will Be No Soft Landing. Why a Recession Is Inevitable.
景気後退が避けられない理由
WEEKLY
2022/04/10 10:36

市場はFRBによる引き締めを十分に織り込んでいるか

Only Half of the Fed’s Tightening his Priced In. What to Know.
資産縮小が経済に与える影響は未知数
WEEKLY
2022/03/13 10:08

エコノミストが軽視する物価上昇に注目

Here’s Why It’s Time to Focus on the Inflation Economists Ignore
コアCPIでは見えない問題
WEEKLY
2022/03/06 06:27

足元はスタグフレーション、次はリセッション?

Stagflation Is Here. Is Recession Next? Real Wages Hold the Key.
実質賃金の動向が金融政策見通しの鍵を握る
WEEKLY
2022/02/13 08:52

3月の利上げ後を見通す方法

A Half-Point Fed Rate Hike Now Seems Probable. What’s Next.
FRBは3月に0.5%利上げへ
WEEKLY
2022/02/06 09:20

雇用逼迫でもFRBが金融引き締めに積極的でない理由

Despite Jobs Blowout, Here’s a Reason to Bet on a Less Aggressive Fed
労働生産性の上昇が賃金インフレを相殺
WEEKLY
2022/01/30 07:11

住宅市場の鎮静化に大きな課題

Housing Is the Fed’s Frankenstein, and It Won’t Be Easily Tamed
金融緩和で過熱、FRBの「フランケンシュタイン」に
WEEKLY
2022/01/23 08:52

今、「FRBプット」の効力はないのか

Is the ‘Fed Put’ Kaput? Gone for Now but Not for Good.
再発動の引き金は大幅な株価の下落か

ランキング

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  2. PayPal’s Stock Is Battered. It’s Time to Buy.
  3. Senate Passes Climate Bill. The Rush to Renewable Energy Is On.
  4. July’s Strong Jobs Report Didn’t Crush the Market. What to Look for Next.
  5. GM and 9 Other Stocks That Should Shine in a 2023 Recession: Citi
  6. How to Invest for the Coming Recession
  7. Alphabet and 7 More Stocks Wall Street Loves That Aren’t Too Pricey
  8. Taiwan Is in the Spotlight. The Risk to Tech Investors Grows.
  9. GE’s Looming Breakup Means It’s Time to Buy the Stock
  10. What ‘Dr. Doom’ Says About Today’s Markets