Alexander Goldman

What’s In Your Cart? Consumer Products Sales During Economic Transitions

May PCE: A Positive Report Following Several Disappointments

June FOMC: Expect Fewer Rate Cuts

Credit Implications of The Digital Markets Act

Apple Q2 Earnings: Share Buybacks, China, and AI

March FOMC Update

Parsing the Red Sea Disruptions

The Empire Strikes Back: Return of Oil and Gas Dominance for U.S. Integrated Energy

Strikes – Potential Impacts to Credit and Labor

The Paradox of the Present-Day ESG Investor

Antitrust Anxiety Part 2

China’s Reopening: Transition From Zero COVID and The Global Economy

Winter is Coming: The Risk of Energy Shortages in Europe

Inflation: Winners and Losers

War Chest: Exploring the Cash Holdings of Big Tech