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Government Spending Is Out of Control! LOL

The Big Picture

Let’s delve into a case in point of Coase’s theorem: If you wanted to peddle the narrative that government spending is out of control, you might present a chart like the one above, which is an exact replica of a chart that appeared recently in a piece of research from a major Wall St. investment firm. ” [Chart 2].

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MiB: Philipp Carlsson-Szlezak, Global Chief Economist for BCG

The Big Picture

Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for Economic Co-operation and Development (OECD) as well as McKinsey & Company. This week, I speak with Philipp Carlsson , Global Chief Economist for Boston Consulting Group. He was also Chief Economist at Stanford C.

Economics 162
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Sussing Out Probabilities

The Big Picture

Markets are like this much of the time: The economy has been doing okay, earnings are pretty good, inflation is modest, the overall trend has been upwards. If you were going away for the weekend, you would have a pretty good idea of what assortment of clothes to pack for that trip. real (8-9% nominal). .

Budgeting 306
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3rd Quarter Economic And Market Outlook: Understanding Risks And Opportunities In The Web Of Inflation, Interest Rates, Valuations, And More

Nerd's Eye View

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246
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Fed Vice Chair Philip Jefferson on Housing Dynamics

Calculated Risk

An excerpt on housing: The Housing Market The Fed sets policy to promote its dual-mandate objectives of maximum employment and price stability, and employment and inflation depend on conditions in the entire economy. As I said earlier, the housing sector is one of the most interest rate–sensitive parts of the economy.

Economy 189
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Financial Budget 2023’s: Sector-wise Highlights

International College of Financial Planning

The Union Budget is one of the year’s most anticipated events for both companies and individuals. The financial budget for this year (2023) is important as it sets the tone for the economy in the following year. Health and Education : The budget has allocated INR 3.06 Infrastructure : The budget has earmarked INR 5.54

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Investing in the Future: Budget 2024’s Impact on Financial Markets

International College of Financial Planning

Following the announcement of the interim Budget, the Indian stock markets traded more or less flat as there were no shocks or surprises for the market– rather the focus was kept on inclusive growth and prosperity with fiscal prudence. The Budget presents encouraging fiscal indicators, with a notable decrease in the fiscal deficit to 5.8%