Latest Insights on KO

The Global Economy: Drunk on Debt August 30, 2016 by Jeff Yastine Global Economy The European economy is supposed to be wracked by doubt and anxiety over Brexit, negative interest rates and terror attacks. So why are markets rising? Government spending, and lots of it.
why 2022 is not the worst economy ever The Need for Yield in a Recession: What Does That Mean for Us? August 5, 2016 by Chad Shoop U.S. Economy The U.S. economy limped along in the second quarter solely on consumer strength. Will that strength return for the third quarter and avoid a recession? Don’t hold your breath.
Negative Rates We’re Gonna Need a Bigger Vault Negative Rates: We’re Gonna Need a Bigger Vault July 19, 2016 by Jeff Yastine U.S. Economy Negative rates are a financial horror show. They’re already a reality in Japan and the EU. But some banks are beginning to balk at the idea by vaulting hard currency and gold.
Peeling Back Political Deficit Illusions Peeling Back Political Deficit Illusions July 6, 2016 by Jeff Opdyke Government & Politics In politics, we typically think fiscally conservative and tax cuts for Republicans and wasteful spending and tax hikes for Democrats. But are our assumptions true?
Fear the U.S. Dollar Kill Switch The Paradox of Cash: It’s Always the Government’s Money May 23, 2016 by Ted Bauman Currency For most of human history, we’ve lived in largely cashless societies. It’s nothing new. But there are concerns about a modern cashless society, and the real threat should terrify you.

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