05/20/2013

Economic Insights: A European Vacation from Austerity?

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
Recession-wracked governments in the eurozone are rethinking fiscal constraints.

05/13/2013

Economic Insights: Consumers: The Great Sobriety

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
Americans have cut debt, boosted savings, and held spending in check—all of which should aid the economy. 05/06/2013

Economic Insights: Dispelling Dollar Doubts

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
Will the U.S. dollar, almighty no longer, be supplanted as the world’s reserve currency? Not anytime soon. 04/29/2013

Economic Insights: Is the U.S. Housing Recovery Built to Last?

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
The sector's comeback will continue, but the pace will likely moderate. Here's why. 04/22/2013

Economic Insights: Murkier Prospects for Merkel

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
An anxious German electorate may make it harder for the chancellor to continue her pro-cooperation approach to Europe’s fiscal crisis. 04/15/2013

Economic Insights: Fannie and Freddie Face the Future

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
The mortgage finance giants are the subject of a new policy initiative—with significant implications for the U.S. housing market. 04/08/2013

Economic Insights: Europe Stumbles to a Cyprus Solution

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
The eurozone at last may have found an outline for fixing future fiscal flareups. 04/01/2013

Economic Insights: Look Beyond the U.S. Budget Bluster

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
Believe it or not, prospects for better fiscal developments out of Washington appear positive. Here's why. 03/25/2013

Economic Insights: Energy: Perilous Present, Promising Future

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
For oil and gas, an era of abundant supplies and lower prices awaits. But investors will have to weather a tricky geopolitical situation before it arrives. 03/18/2013

Economic Insights: Currencies: A 1970s Flashback?

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
Four decades ago, a currency war and significant Fed easing were followed by a bout of high inflation. Now investors are worried that history could repeat itself. 03/11/2013

Economic Insights: Italy: Welcome to the Bungle

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
Results of the recent election increase the likelihood of a eurozone breakup—and disruptions to financial markets. 03/04/2013

Economic Insights: Currencies: The Winds of War

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
In this conflict, the collateral damage could include asset bubbles and accelerating inflation. 02/25/2013

Economic Insights: Fiscal Policy: The Same Old Drag

By: Milton Ezrati, Partner, Senior Economist and Market Strategist
Sequester or no, a likely combination of tax hikes and spending cuts should continue to weigh on economic growth.