— Scott B. MacDonald, Ph.D. Summary: In the week ahead the key narratives for investors and markets are understanding the Iran war’s economic impact; looking for the emergence of any new “cockroaches” in the private credit market; and discerning how the Fed reaches a decision at its FOMC meeting on March 17-18. Risks have increased for all debt markets, despite the new issue pipeline for corporates, sovereigns and municipal bonds is full. In the US, the impact of war is most evident at the gas pump and is creeping into airline tickets. Food and transport costs could follow. This feeds into negative sentiment in markets, increasing chances for a deeper selloff in equity and debt markets, especially for more high-risk assets. Headlines – At home The Iran war and the states – pain at the pump. The Iran war is having an impact on the US economy. Some states are...
The Demographic Reckoning: Colleges and the Future of America’s Economy
October 27, 2026
October 16, 2026By Scott B. MacDonald, Ph.D.Chief Economist Demographics, Higher Education, and Future Economic Paths: It was H.G. Wells, author of The Time Machine and War of the Worlds, who stated, “History is a race between education and catastrophe.” In…...
Free Trial Membership Required
You must be a Free Trial member to access this content.
Already a member? Log in here
