"Forecast" Blogs & Blog Posts

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In-depth analysis and statistical models on political happenings

 


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More extreme weather due to climate change is scrambling the high-tech systems that have given the US military its edge.

Wall Street reacted to Lyft's erroneous profit margin forecast, sending the stock up more than 60%.

"While no one stopped the music for the better part of the last 15 years, this game of macroeconomic musical chairs cannot go on forever."...

"Recessions—or the threat thereof—should be bought, not sold, notwithstanding the swirl of negative macro news," BofA's Joseph P. Quinlan said.

Long-duration Treasurys will see prices rebound in the first half of 2024, when a recession will likely hit, Jeffrey Gundlach wrote in a note.

The 10-year Treasury yield touched a fresh 16-year high Wednesday, but Barclays strategists argue there's room for it to keep rising.

"We didn't have inflation for 40 years, so everyone sort of forgot about that bond-bad inflation outcome," Wharton's Jeremy Siegel told CNBC.