Digital Strategy, Global Insights, Leadership

Inflation – Predicting the Winners

12 Nov , 2021  

The recent report of the Consumer Price Index topping 6.2% has sent shiver of inflation fears into the market. However, this inflationary hit seems different than the inflation seen in recent episodes of high inflation. Examining this will help us determine who are the winners and losers of the current inflation spike. How is the […]

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Global Insights, Innovation

Recession in 2019 or 2020? Yield Curve Might Say So!

14 Dec , 2018  

By now, you have probably heard that the yield curve has got flatten and will likely invert in 2019. What does this mean? Specifically, economists and investors look at the yield of the 10 year treasury note and subtract that rate from that of the 2 year treasury note. Rationally, investors want higher rates for […]

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Global Insights, Leadership, Risk Management

The Case for Low Interest Rates, Lower Taxes, and More Babies – Deflation!

7 Sep , 2017  

The economists and central bankers of the US Federal Reserve have a perplexing challenge. The US economy has picked up in terms of GDP growth, but inflation is below the Goldilocks target of 2%. How could economic models be wrong? What, if anything, has changed? It has spurred a serious discussion that suggests that US economy operates differently now. I think the answer is obvious – DEFLATION! We have deflation, just not in an absolute form. We have deflation in the economy like you might have bugs in your house. They are not everywhere, just in places. Overall, the house is mostly clean, but there are some bugs.

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Global Insights, Leadership

Iceland: Economic and Business Lessons – Fire and Ice

25 Aug , 2017  

Iceland: Economic and Business Lessons – Fire and Ice This summer, I had the pleasure of visiting Iceland with my family. It is an amazing country in so many ways. In addition to its unmatched natural beauty of mountains, glaciers, seashores, and active volcanoes, visiting offers some great lesson in economics and business. Iceland Has […]

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Big Data and Analytics, Global Insights, Leadership

10 Maps and Charts that Explain Our Country: Society, Economy, and Prosperity in Focus

29 Nov , 2016  

The US economy has hit a relative high note – low unemployment and high company evaluations. So, why are some places still hurting and not growing? The answer is tied to dramatically different plights and outlooks of Americans based on where we live. Our economies are really local. I believe these differences are rooted in […]

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Risk Predictions for the New Year and Interesting Business Cases in 2016

Leadership, Risk Management

Risk Predictions for the New Year and Interesting Business Cases in 2016

9 Jan , 2016  

Risk Predictions for the New Year and Interesting Business Cases in 2016 With 2016 just about a week old, I would like to share some risk issues that are interesting to consider in 2016. Federal Reserve Interest Rate Increase Although delayed many times, the Federal Reserve did finally increase the benchmark interest rate.[1] However, inflation […]

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