We studied how economies tackle financial inclusion to see how well they might cope in a downturn. We found 4 categories–and then there’s the U.S.

A global inflationary crisis combined with aggressive monetary tightening have turned the tide on an era of easy financial conditions. Investors are searching for signs beyond traditional capital market assumptions which indicate how resilient markets may be in the face of a significant economic downturn. Financial inclusion may not seem a priority input for investors … Read more

The fundamental reason house prices will fall this fall

The prices people expect tomorrow influence demand and supply today. Economists say “fundamental” economic factors, such as interest rates and household income, determine house prices. For some unknown reason, economists don’t consider people’s expectations for future house prices to be a fundamental factor determining current house prices–but they should.  Economists have done a ton of … Read more