The Slowdown Scenario

The summer of 2026 has been dominated by the AI boom. Some fear that AI is advancing too quickly for thoughtful regulation. Others worry that end-user revenues will lag too far behind massive capital spending and fast-growing debt. From an economic perspective, AI is pure momentu ...  Show more

No one liked the defendant. That much was clear. But when the jury retired to consider their verdict, they hardly knew where to start. The case was so confusing and the judge’s instructions hardly seemed adequate. “Perhaps”, suggested the foreman, “we should start with a list of ...  Show more

Given recent signs of slowing in a previously strong economy, investors may want to look to history before wishing for weaker growth.

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Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Assets Strategist for Morgan St ...

Paul Gruenwald, chief economist for S&P Global Ratings, says that the economy must land but the question is 'Can it land in a reasonably smooth way or do we have a sharp correction downward' that triggers a recession. Gruenwald says the Federal Reserve has been surprising the mar ...  Show more

The latest U.S. jobs numbers appear to be at odds with other indicators in the economy. While recession remains the most likely scenario for many countries, could there still be a chance for a soft landing? This episode, Chief Economist Eric Lascelles, gets into the latest econom ...  Show more

A rallying stock market and better-than-expected second-quarter economic growth are just the latest developments pointing Wall Street skeptics to the possibility of a US “soft landing.” That’s where the Federal Reserve gets inflation back down to around 2% without triggering a do ...  Show more