
Wars vs Pandemics: Economics, Finance, Investment
Today we compare the pandemic finance paradigm to the war finance paradigm and consider how we are moving from one to another.
David Kotok offers insights and analysis on current economic and political issues and their potential impact on global financial markets. David’s articles and financial market commentaries have appeared in The New York Times, The Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV, and Bloomberg Radio, Fox Business, and other media.

Today we compare the pandemic finance paradigm to the war finance paradigm and consider how we are moving from one to another.

How much growth do you get for each unit of additional debt? Let’s ask Barry Bannister.

Amid spirited discussion regarding the weakness of the US dollar, one chart clarifies the size of the USD’s role in the global economy.

Trump is negotiating his tariff objectives with the markets, Drury concludes, offering an excellent assessment of the current economic outlook.

Cutting spending intelligently is not easy. DOGE cuts RAISE disaster risks AS Trump 2.0 spending priorities balloon the deficit.

How do Trump tariffs correlate with the trajectory of the US dollar? Time will clarify.

As the federal debt-to-GDP ratio is set to soar, is it federal debt to GDP or total debt to GDP that counts?

Senator Rick Scott has attacked the Fed. Reader can decide — truth, fiction, or political hyperbole? We supply relevant facts.

Volatility trends since the Great Financial Crisis indicate that old assumptions may not be reliable.

Public health policy changes have enormous implications, including economic ones.

There is a possible bullish stock market case for the Trump tariffs and other policy outcomes. Here’s a scenario; it’s not a forecast.

Does the healthcare sector go from growing to shrinking? Does it get better or worse?