CARSON, JOE

Joseph G. Carson

Former Dir:Global Economic Research

Joseph G. Carson is the former global director of economic research at AllianceBernstein.

Latest

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Bloomberg Opinion

Investors Seeking a 2018 Roadmap Should Look Back to 1994

Back then, the Fed raised rates faster than expected, causing a terrible year for bonds, equities and the dollar.

March 27, 2018

March 27, 2018

OpinionJoseph G. Carson

Investors Seeking a 2018 Roadmap Should Look Back to 1994

Back then, the Fed raised rates faster than expected, causing a terrible year for bonds, equities and the dollar.

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March 14, 2018

March 14, 2018

OpinionJoseph G. Carson

Bigger Than Any Past Bubble: Beware of Soaring Household Assets

The market capitalization dwarfs the levels that preceded the housing crisis and the tech peak.

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March 5, 2018

March 5, 2018

OpinionJoseph G. Carson

Inflation Clarity Eludes the Fed and Markets

Core consumer prices no longer show any consistent ties to the economic cycle.

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February 26, 2018

February 26, 2018

OpinionJoseph G. Carson

The Rules of the Game Are Changing on the Fed

Financial stability has become more than an equal alongside full employment and stable prices.

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February 12, 2018

February 12, 2018

OpinionJoseph G. Carson

Investors Are the Guinea Pigs in U.S. Fiscal Experiment

How long can this borrowing binge go on before it matters to the credit-ratings firms and global investors?

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February 6, 2018

February 6, 2018

OpinionJoseph G. Carson

Markets Are Trapped as Policy Experiments Collide

Unconventional monetary policy is reversing at the same time as a bold and risky fiscal spending plan is being enacted.

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January 30, 2018

January 30, 2018

OpinionJoseph G. Carson

The 'Dumb Money' Is About to Become Very Influential

Household holdings of equities and mutual funds account for over 60 percent of total liquid assets, or about $7 trillion above the historic average.

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January 12, 2018

January 12, 2018

OpinionJoseph G. Carson

Hidden Biases Determine How the Fed Sets Interest Rates

Leadership changes at the central bank will be an opportunity to rethink the way inflation is targeted.

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January 8, 2018

January 8, 2018

OpinionJoseph G. Carson

Markets Will Wish Infrastructure Was the Priority

The tax legislation will severely limit the federal government’s ability to fund a large and multiyear public spending plan.

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December 5, 2017

December 5, 2017

OpinionJoseph G. Carson

New York Fed Inflation Gauge is Bad News for Bulls

Real and financial asset values have become unhinged, rising markedly faster than the growth in nominal income.

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November 21, 2017

November 21, 2017

OpinionJoseph G. Carson

The Economic Yield Curve Is the One to Watch

The difference between the federal funds rate and economic growth is unusually wide, consistent with a positive outlook.

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