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Yellen Signals Higher Official US Rates
by Joseph Carson of AllianceBernstein, 2/17/17

US Federal Reserve Chair Janet Yellen offered an upbeat assessment of the US economy, signaling that further rate hikes are in store for 2017. But will the Fed also reduce the size of its balance sheet?

National Defense: Is Another Spending Boom on the Horizon?
by Joseph Carson of AllianceBernstein, 2/9/17

If President Trump’s promise to increase defense spending comes to fruition, it would sharply reverse the trend of the past five years—and have important implications for the outlook on US growth and inflation.

Clinton and Trump: Assessing the Economic Policy Visions
by Joseph Carson of AllianceBernstein, 10/13/16

Both US presidential candidates—Hillary Clinton and Donald Trump—have presented their economic proposals to voters. How could each of these platforms impact the US economy—if they come to pass?

Yellen's Jackson Hole Remarks Make US Rate Hike More Likely
by Joseph Carson of AllianceBernstein, 8/26/16
When US Federal Reserve Chair Janet Yellen spoke at the Jackson Hole Symposium this morning, she was unusually direct on the stronger case for a September rate hike.

Assessing the Risk of a US Economic Recession
by Joseph Carson of AllianceBernstein, 2/16/16
The severe equity sell-off has raised concerns of recession in the US economy. Continued market disorder would pose a risk to the expansion at some point, but key indicators today suggest the growth cycle is still on track.

Yellen's Inheritance: Monetary Policy in Flux
by Joseph Carson, Darren Williams of AllianceBernstein, 1/10/14
Evolving economic challenges are transforming central banking around the world. The new monetary-policy doctrine is likely to put greater emphasis on asset-price developments. But, without a true monetary anchor, central banks could still risk a repeat of the recent boom/bust cycle.

US Manufacturing Restores Competitive Vigor
by Joseph Carson of AllianceBernstein, 3/7/13
The US manufacturing sector has repeatedly figured out how to reinvent itself when faced with competitive threats. In recent years, American companies have become much leaner, regaining an edge in global markets that should lead to a bigger role in economic growth.

Fed Must Tune in to Changing US Economy
by Joseph Carson of AllianceBernstein, 2/21/13
With each passing month, more questions are being asked about the sluggish US economic recovery. Why has growth been subdued since the recession ended in mid-2009? What's changed in the economy? How long can loose monetary policies persist before promoting more inflation or creating a new bubble?

There's New Hope for US Recovery as Early Cyclical Sectors Rebound
by Joseph Carson of AllianceBernstein, 10/23/12
Something is changing in the US economic recovery. Housing and autos are finally starting to wake up from a recession-induced slumber, and the timing couldn't be better.

No Manipulation of US Jobs Data, but the Numbers Are Noisy
by Joseph Carson of AllianceBernstein, 10/9/12
In the heat of a US election season, the sharp drop in September's unemployment rate raised some eyebrows. I think it is blatantly wrong to argue that government statisticians manipulated the data. But the jump in household jobs that triggered the drop in the unemployment rate was indeed extraordinary and requires further scrutiny.

Does an Odd Economic Tidbit Reveal Surging Optimism?
by Joseph Carson of AllianceBernstein, 9/21/12
The Philadelphia Fed Index, a leading measure of US economic activity, beat analysts' expectations. But what caught our eyeand many others' as wellwas a detail within the survey: the future index jumped more sharply than it has since February 1991, when the first Gulf War ended unexpectedly quickly. The Philly Fed Index, released this morning, declined at a rate of 1.9 in September, compared to its 7.1 rate of decline in August.

Fiscal Cliff Adds Urgency to US Election Budget Showdown
by Joseph Carson of AllianceBernstein, 8/29/12
With a record tax increase on tap for January 1, 2013, there has never been a better time for Washington to have a serious debate about fiscal policy. Before the economy reaches the so-called fiscal cliff, when huge tax increases and spending cuts are scheduled to take effect, US voters will have the opportunity to make a clear choice between two fiscal visions in the November elections.

What's Behind the Risk-On/Risk-Off US Economy?
by Joseph Carson of AllianceBernstein, 7/20/12
The US economic recovery is progressing in fits and starts. Short-lived risk-on periods, when companies and consumers invest more, seem to constantly give way to risk-off periods, with anxiety and fear restraining economic activity. I think the choppy growth trends may have been triggered by a big change to business behavior since the financial crisis of 2008.
13 results found.