Insights

Featured commentary, analysis, and ideas from our team.
Results for tag "japanification"
 

How Japan’s Past Is Relevant to the U.S.

Today, the U.S. has an asset bubble comparable to Japan’s in 1989-1990, and so how Japan navigated an exit from their bubble can yield stylized insights on what might be in store for the U.S.

 

The Fed's New Look: Same As The Old

The Fed's Monetary Review looks like a continuation of the Greenspan school. If the Fed is successful in generating significant inflation, impacts on markets could follow.

 

The High Cost of High Prices

Instead of investing in the future of the U.S. with initiatives that seek a pay-off, recent bailouts and market manipulations will only hamper long-term growth. Is the U.S. heading toward Japanification?