Latest Insights on BORR
The Global Economy: Drunk on Debt August 30, 2016 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.Breaking the American Consumer
August 10, 2016 U.S. Economy
Every bit of economic data is dished up for consumption. A one-off snapshot that says nothing about the true state of the U.S. economy … that a consumer-driven downturn on the way.Goodbye Austerity, Hello Big Government Spending
August 9, 2016 Government & Politics
One of the rare things that Clinton and Trump both agree on is bigger government spending. Austerity is out. Infrastructure spending is in, and you’re going to pay for it.
Back to the Housing Bubble July 27, 2016 Real Estate
Ultralow interest rates, if kept around long enough, are going to result in distortions in capital markets ... and you need look no further than the housing market for proof.
Peeling Back Political Deficit Illusions July 6, 2016 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?MEET OUR EXPERTS
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