Our year-end S&P 500 Index target is 6,600, which represents 22x 2026 S&P earnings with risk to the upside due to optimism about AI implementation. Tariffs are positive for economic growth in the ...

It is said that when the U.S. economy sneezes, the rest of the world economy catches pneumonia. But with China’s economy becoming the world’s second-largest economy, one has to wonder whether ...

In the run-up to the Chinese Communist Party convention this year, troubles are coming to the Chinese economy not as single spies but battalions. This must be of considerable concern for a vulnerable ...

The economy is far too tight for many Americans—more about how to fix that in a minute—but first some good news: Household wealth is on the rise. And not by a small amount. New data from the Federal ...

Across the American Heartland, a different industrial revolution is quietly reshaping the landscape. Down rural highways, heavy haulers roll past grain silos toward rising gigafactories, battery hubs ...

Not everything in the newly-released report of the Governor's Prosperity Council is uncontroversial, or should be, or points specifically to major systemic problems that limit Oregon's economic growth ...

Summary The defining question of 2025 wasn’t whether artificial intelligence would transform the economy. It was whether intelligence alone would be enough. It’s worth stepping back from the ...