How one strategist warned on semiconductor stocks within a day of their top

The possibility of fiscal dominance in the representative-agent New Keynesian model (RANK) hinges on the assumption that income is perpetually demand-determined: fiscal deficits can drive output and inflation within that model only insofar as they trigger infinitely lasting, self-sustained shifts in aggregate spending and income. Moving to heterogeneous-agent New Keynesian models (HANK) opens the door…

U.S. Treasury yields were broadly higher on Wednesday as inflation and debt concerns pressured global government borrowing costs. The yield on the 10-year Treasury note — the main benchmark for mortgages, auto loans and credit card debt — was 1 basis point higher at 4.81%. It also reached 4.814%, its highest level since November 2023….

Families pass down all kinds of useful ideas, like “be honest” and “treat others well.”  But as the author of “Managing Up” and an executive coach to leaders at top organizations like Google, Amazon, NATO and more, I’ve seen how well-intentioned career advice absorbed from a young age can work against you.  None of these…

Remittances are surviving the new US tax—at least for now. This article appears in the July/August issue of Global Finance Magazine. The Dominican Republic isn’t just a tourist paradise; it has a more diversified economy than most Caribbean nations. Yet foreign remittances still reach four in 10 households. Last year, Dominicans abroad sent home a…

en English Economics Jul 27, 2026 Dambisa Moyo Companies have poured billions of dollars into AI in anticipation of transformative productivity gains and cost savings, but the returns have yet to justify those investments. Rising costs, intellectual-property risks, and mounting cybersecurity…

RM H1 2026 slides: profit surges 200% as assessment revenue shifts recurring