Three credit rating agencies have issued unfavorable outlooks for higher education in 2026.

In last month's post I introduced the concept of "projection," a rather amorphous psychological concept that has a lot of importance on how we see the world around us. I suggested that no two of us ...

Q1 2025 GDP fears were overblown; negative projections were skewed by import data and pessimistic survey sentiment, not underlying economic weakness. Regional Fed nowcasts diverged due to differing ...

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