Roche Asset Management, LLC

09/21/2022

Joseph E. Stiglitz & Dean Baker see dampening inflation and inflation expectations as reason enough for pausing interest-rate rate hikes.

09/21/2022

Dambisa Moyo argues that, despite the disappointing August numbers, the US is still on track to restore price stability.

09/21/2022

Jeffrey Frankel argues that the greenback’s recent surge is being driven by the relative resiliency of the US economy.

05/22/2022

Daniel J. Arbess thinks central banks’ quantitative tightening could have dire consequences for fiscal and debt sustainability.

03/03/2022

Quite a few good articles regarding inflation and central bank policy.

Russia’s invasion of Ukraine has caused oil and natural gas prices to spike further, increasing the risk of a global stagflationary shock. Given that many leading central banks, and in particular the US Federal Reserve, were already behind the inflation curve, how can policymakers contain rising p...

11/08/2021

New changes to retirement plan contributions for 2022.

Workers will be happy to know that they can contribute more to their 401(k) accounts next year, but IRA owners may be a little disappointed.

06/09/2021

06/07/2021

https://www.investmentnews.com/irs-says-rmd-rules-are-coming-soon-207171

An IRS official says at a conference that rules covering the SECURE Act's required minimum distribution provisions will arrive 'soon.'

05/23/2021

https://www.project-syndicate.org/commentary/recovery-strong-but-facing-new-risks-virus-inflation-by-jim-o-neill-2021-05

Although some recent high-frequency indicators have cast a shadow on what previously appeared to be a robust, rapid recovery from the pandemic-induced recession, there is still ample cause for optimism. But much will depend on how well policymakers in the major economies manage the foreseeable risks...

05/23/2021

https://www.project-syndicate.org/commentary/global-covid19-vaccination-three-key-factors-by-david-malpass-2021-05

The current approach to COVID-19 vaccination – using limited vaccine supplies to protect low-risk populations in a handful of countries while low- and middle-income economies wait indefinitely for doses – doesn’t make sense for anyone. A successful global vaccination effort must be equitable, ...

05/23/2021

https://www.project-syndicate.org/commentary/us-inflation-shows-economy-is-reshuffling-and-recovering-by-j-bradford-delong-2021-05

The fact that core inflation is rising on the back of substantial GDP growth and declining unemployment should not come as a surprise. Those who are wringing their hands about economic "overheating" should remember that an absence of price increases would reflect an economy that is still struggling.

05/23/2021

https://www.project-syndicate.org/commentary/economic-policy-must-abandon-universal-paradigms-by-dani-rodrik-2021-05?referral=4c32b7

US President Joe Biden's administration has embarked on a bold and long-overdue departure from the economic policy orthodoxy that has prevailed in the US and much of the West since the 1980s. But those who are seeking a new economic paradigm should be careful what they wish for.