In this week's "On Global Markets," @duncanweldon.bsky.social concentrates on defense spending and how US and European economists differ: kentclarkcenter.org/the-economic...

The Economics of Rearming - Clark Center Forum

One consequence of the more tumultuous geopolitical environment of the 2020s has been a material rise in global defense spending, and one that looks set to continue.

kentclarkcenter.org

We recently polled our US Economic Experts Panel on Defense Spending. The confidence-weighted answer to the 3rd question is as follows: kentclarkcenter.org/surveys/defe...

We recently polled our Finance Experts Panel on the Tax Alpha Investment Strategies. The confidence-weighted answer to the 1st question is as follows: kentclarkcenter.org/surveys/tax-...

We recently polled our European Economic Experts Panel on Defense Spending. The confidence-weighted answer to the 2nd question is as follows: kentclarkcenter.org/surveys/defe...

In this week's "On Global Markets," @duncanweldon.bsky.social explores recent intervention of the US on the yen and what it could mean for the future: kentclarkcenter.org/the-yen-inte...

The Yen Intervention - Clark Center Forum

There is a well-rehearsed choreography to Yen interventions. It usually starts with ‘sources close to the Ministry of Finance’ letting it be known that they are unhappy with the current level of the Y...

kentclarkcenter.org

We recently polled our US Economic Experts Panel on Defense Spending. The confidence-weighted answer to the 2nd question is as follows: kentclarkcenter.org/surveys/defe...

We recently polled our European Economic Experts Panel on Defense Spending. The confidence-weighted answer to the 1st question is as follows: kentclarkcenter.org/surveys/defe...

We recently polled our US Economic Experts Panel on Defense Spending. The confidence-weighted answer to the 1st question is as follows: kentclarkcenter.org/surveys/defe...

In this week's "On Global Markets," @duncanweldon.bsky.social dives into the recent confusion on Chair Warsh's communication strategy: kentclarkcenter.org/communicatio...

Communications Confusion - Clark Center Forum

A couple of weeks ago, this column reported on a Finance Experts Panel poll on the Fed’s new communications strategy. Or, as it might be termed, anti-communications strategy. Kevin Warsh, the new Chai...

kentclarkcenter.org

In this Monday edition of "On Global Markets" @duncanweldon.bsky.social looks into the Fed's approach to the balance sheet: kentclarkcenter.org/the-feds-new...

The Fed’s New Approach: The Balance Sheet - Clark Center Forum

The Fed has a larger balance sheet than was once the case. Dramatically so, as the chart below makes clear.

kentclarkcenter.org

In this week's "On Global Markets," @duncanweldon.bsky.social discusses the Fed's potential new policy regarding forward guidance. kentclarkcenter.org/feds-new-app...

The Fed’s New Approach: Communications - Clark Center Forum

The Fed has a new chair and, it would seem, one with a very different approach to his predecessors. While much of the attention has, understandably, been focused on the traditional question of how haw...

kentclarkcenter.org

We recently polled our Finance Experts Panel on the New Fed Chair. The confidence-weighted answer to the 2nd question is as follows: kentclarkcenter.org/surveys/new-...

In this week's "On Global Markets," @duncanweldon.bsky.social examines 10 years of Brexit and how the economic impacts look to the experts in 2026: kentclarkcenter.org/brexit-ten-y...

Brexit: Ten Years On - Clark Center Forum

To mark the tenth anniversary of the United Kingdom voting to leave the European Union, the Clark Center’s US and European Economic Experts Panels recently looked – once again – at the vexed issue of ...

kentclarkcenter.org

We recently polled our European Economic Experts Panel on The UK and Europe. The confidence-weighted answer to the 2nd question is as follows: kentclarkcenter.org/surveys/the-...

We recently polled our US Economic Experts Panel on The UK and Europe. The confidence-weighted answer to the 2nd question is as follows: kentclarkcenter.org/surveys/the-...

We recently polled our European Economic Experts Panel on The UK and Europe. The confidence-weighted answer to the 1st question is as follows: kentclarkcenter.org/surveys/the-...

We recently polled our US Economic Experts Panel on The UK and Europe. The confidence-weighted answer to the 1st question is as follows: kentclarkcenter.org/surveys/the-...

We recently polled our Finance Experts Panel on the New Fed Chair. The confidence-weighted answer to the 1st question is as follows: kentclarkcenter.org/surveys/new-...

In this week's "On Global Markets," @duncanweldon.bsky.social explores what European autonomy would mean for the EU and where the experts land: kentclarkcenter.org/european-aut...

European Autonomy - Clark Center Forum

Earlier this month, the European Union unveiled its rather unimaginatively named European Technological Sovereignty Package. One imagines that had this been a proposal emanating from the US Congress, ...

kentclarkcenter.org

We recently polled our European Economic Experts Panel on Tech Sovereignty. The confidence-weighted answer to the 3rd question is as follows: kentclarkcenter.org/surveys/tech...

We recently polled our Finance Experts Panel on SpaceX IPO. The confidence-weighted answer to the 2nd question is as follows: kentclarkcenter.org/surveys/spac...

We recently polled our European Economic Experts Panel on Tech Sovereignty. The confidence-weighted answer to the 2nd question is as follows: kentclarkcenter.org/surveys/tech...

#FTxBooth: Will the Fed Raise Rates?: kentclarkcenter.org/ftxbooth-wil...

FTxBooth: Will the Fed Raise Rates? - Clark Center Forum

This installment of the FTxBooth US Macroeconomists Survey discusses the likelihood of the Fed raising rates to address inflation as well as Kevin Warsh’s start as Fed Chair. The summary results are b...

kentclarkcenter.org

Our latest #FTxBooth survey

Financial Times@financialtimes.com · 2mo ago

Kevin Warsh’s Federal Reserve will need to raise interest rates by the end of 2026 to tame the burst of inflation sparked by Donald Trump’s Iran war, leading economists said as he prepares for his first meeting as chair. ft.trib.al/ThNwC74

We recently polled our European Economic Experts Panel on Tech Sovereignty. The confidence-weighted answer to the 1st question is as follows: kentclarkcenter.org/surveys/tech...

In this week's "On Global Markets," @duncanweldon.bsky.social analyzes the new USCIS rules on green cards: kentclarkcenter.org/green-cards/

Green Cards - Clark Center Forum

Towards the end of last month, the US Citizenship and Immigration Services issued a policy memo which, in their words, ‘reiterated’ ' long-standing immigration law and immigration court decisions’ abo...

kentclarkcenter.org

We recently polled our Finance Experts Panel on SpaceX IPO. The confidence-weighted answer to the 1st question is as follows: kentclarkcenter.org/surveys/spac...

In this week's "On Global Markets," @duncanweldon.bsky.social analyzes the SpaceX IPO and how high it will actually fly: kentclarkcenter.org/spacex-takes...

SpaceX Takes Off - Clark Center Forum

Over the last couple of weeks, your columnist’s inbox has been filling up each morning with emails about the imminent listing of SpaceX. About two-thirds of those emails have been newsletters from var...

kentclarkcenter.org

We recently polled our US Economic Experts Panel on Permanent Residency Rules. The confidence-weighted answer to the 1st question is as follows: kentclarkcenter.org/surveys/perm...

We recently polled our US Economic Experts Panel on Living-Donor Kidney Transplants. The confidence-weighted answer to the 3rd question is as follows: kentclarkcenter.org/surveys/livi...