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May 13, 2026
Not only is the United States on a clearly unsustainable public finance path. So too are a number of major European countries and Japan.
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May 9, 2026
Desmond Lachman expects the outgoing Federal Reserve chair’s legacy to age well, given his resolute defense of the institution.
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May 7, 2026
Troubles are coming to the European economy not as single spies but in battalions.
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May 1, 2026
Iran and the United States are engaged in a dangerous game of chicken over the Strait of Hormuz. That game could lead to the collapse of the Iranian economy and to the precipitation...
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Apr 25, 2026
With these nosebleed stock market valuations, you would not know that the US and Iran are engaged in an economically destructive war.
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Apr 11, 2026
And then cut them later.
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Apr 1, 2026
The very different nature of the current Strait of Hormuz-induced supply shock from previous supply shocks makes it difficult to see how a prolonged closure of that strait will not...
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Mar 28, 2026
Unhealthy economic imbalances have come to characterize the US economy not as single spies but in battalions.
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Mar 5, 2026
Japan is a major provideer of liquidity to our stock and bond markets.
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Feb 26, 2026
AI is a generational opportunity that the Trump administration is squandering.
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Feb 12, 2026
Who is going to finance the government’s massive borrowing needs?
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Jan 29, 2026
When will the US bankruptcy shift from "gradual" to "suddenly"?
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Jan 21, 2026
In wishing for a weak dollar, Trump should be careful about that for what he wishes.
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Jan 7, 2026
So far, so good but....
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Jan 6, 2026
Desmond Lachman identifies the main risks that could drag down the US president’s favorite economic indicator.
May 13, 2026Not only is the United States on a clearly unsustainable public finance path. So too are a number of major European countries and Japan.
May 9, 2026Desmond Lachman expects the outgoing Federal Reserve chair’s legacy to age well, given his resolute defense of the institution.
May 7, 2026Troubles are coming to the European economy not as single spies but in battalions.
May 1, 2026Iran and the United States are engaged in a dangerous game of chicken over the Strait of Hormuz. That game could lead to the collapse of the Iranian economy and to the precipitation...
Apr 25, 2026With these nosebleed stock market valuations, you would not know that the US and Iran are engaged in an economically destructive war.
Apr 11, 2026And then cut them later.
Apr 1, 2026The very different nature of the current Strait of Hormuz-induced supply shock from previous supply shocks makes it difficult to see how a prolonged closure of that strait will not...
Mar 28, 2026Unhealthy economic imbalances have come to characterize the US economy not as single spies but in battalions. 
Mar 5, 2026Japan is a major provideer of liquidity to our stock and bond markets.
Feb 26, 2026AI is a generational opportunity that the Trump administration is squandering.
Feb 12, 2026Who is going to finance the government’s massive borrowing needs?
Jan 29, 2026When will the US bankruptcy shift from "gradual" to "suddenly"?
Jan 21, 2026In wishing for a weak dollar, Trump should be careful about that for what he wishes. 
Jan 7, 2026So far, so good but....
Jan 6, 2026Desmond Lachman identifies the main risks that could drag down the US president’s favorite economic indicator.