Business Columnists
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Beijing Misreads China’s Policy Needs
Having acknowledged that its need to correct the economy’s supply-demand imbalance, Beijing nonetheless has chosen policies that will exacerbate the problem.
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What Looks Upbeat in China’s Economy Comes With Reservations
Beijing got some good economic news for a change, but neither piece of information suggests a fundamental improvement in China’s economic situation.
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China’s Abuse of Non-Compete Clauses Is Killing Its Economy
NCCs must not become legal bludgeons against workers that insulate corporations from healthy competition or retain workers through coercion.
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Naming a New Fed Chair Overshadowed the FOMC Meeting
U.S. continues to lead the world with its domestic GDP growth, and once Kevin Warsh will be confirmed, the U.S. dollar is expected to continue to firm up.
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Beijing Dreams Its Yuan Will Supplant the Dollar
It will be a long road for the yuan, and it may never get to Beijing’s desired destination.
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China’s Property Crisis Grinds On and Continues to Hold Back the Economy
The property crisis that began in 2021 has had a long, ugly tail that seems to get ever longer.
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The End Game of the Powell Era Has Begun
While the geopolitical risks are troubling in the short term, investors remain bullish on stocks and expectations for economic growth & strong earnings in 2026.
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How the Housing Market Became a Trap for the Next Generation
Why housing no longer behaves like housing.
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With GDP up 4.3%, 5% Gains Are Likely in 2026
The stock market is in the midst of an impressive year-end rally, which sets the stage for an impressive start to the new year.
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Beijing Misreads China’s Policy Needs
Having acknowledged that its need to correct the economy’s supply-demand imbalance, Beijing nonetheless has chosen policies that will exacerbate the problem.
|
What Looks Upbeat in China’s Economy Comes With Reservations
Beijing got some good economic news for a change, but neither piece of information suggests a fundamental improvement in China’s economic situation.
|
China’s Abuse of Non-Compete Clauses Is Killing Its Economy
NCCs must not become legal bludgeons against workers that insulate corporations from healthy competition or retain workers through coercion.
|
Naming a New Fed Chair Overshadowed the FOMC Meeting
U.S. continues to lead the world with its domestic GDP growth, and once Kevin Warsh will be confirmed, the U.S. dollar is expected to continue to firm up.
|
Beijing Dreams Its Yuan Will Supplant the Dollar
It will be a long road for the yuan, and it may never get to Beijing’s desired destination.
|
China’s Property Crisis Grinds On and Continues to Hold Back the Economy
The property crisis that began in 2021 has had a long, ugly tail that seems to get ever longer.
|
The End Game of the Powell Era Has Begun
While the geopolitical risks are troubling in the short term, investors remain bullish on stocks and expectations for economic growth & strong earnings in 2026.
|
How the Housing Market Became a Trap for the Next Generation
Why housing no longer behaves like housing.
|
With GDP up 4.3%, 5% Gains Are Likely in 2026
The stock market is in the midst of an impressive year-end rally, which sets the stage for an impressive start to the new year.
|
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