Labor Market Mysteries

In the Broadway musical, Fiddler on the Roof, Tevye, the well-meaning patriarch of a poor family, has to make some tough choices in a complicated time. Tevye, (who always reminded me of my father-in-law, Bill), has trouble deciding and three times during the play the music comes ...  Show more

The era of low growth, low inflation and super-low interest rates that followed the Great Financial Crisis was christened by Mohamed El-Erian as “The New Normal”. While this episode largely came to an end with the post-pandemic growth and inflation surge, real interest rates had ...  Show more

After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra and Mary Long discuss: - How experiential shopping has lifted Dick’s Sporting Goods. - Two paths forward for Kohl’s. - Why Lemona ...  Show more

The Federal Reserve stands at a crossroads, poised to make its most consequential decision in years. Will rate cuts deliver the economic jolt everyone's hoping for, or are we in for a bumpier ride? Join TCW's David Vick as he sits down with Global Rates experts Jamie Patton an ...

A satisfying career requires that we make thoughtful decisions, through self-reflection and strategic planning. But sometimes (like in 2021) plowing through our jobs day after day is the only thing that feels manageable. A reunion with three guests starts a conversation about the ...  Show more

– Pain for Optus customers... and the business

– Interest rates heading higher... unless the government acts

– The hidden opportunities in a slowing economy

– The anti-Nudge

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