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Every Monday, The Upshot offers timely market analysis from our US investment strategist, including a breakdown of economic and policy trends, and their implications for investors. Plus, a snapshot of upcoming economic events.

Election Countdown: Taxation

The Upshot

10/17/2016

Amid a most astounding presidential campaign season, tax policy has gone virtually unnoticed. Kristina Hooper looks past the rhetoric to shed light on the candidates’ tax proposals and what a Clinton or Trump victory could mean for the US economy.

Will the Fed Drive With Both Feet on the Pedals?

The Upshot

05/23/2016

The potential for a June rate hike is higher than many market participants believe, says Kristina Hooper. But summer tightening could still be part of an overall benign monetary policy, given the possibility of a "gas-brake-gas-brake" rate-hike cycle.

Is the US Stock Market Rally for Real?

The Upshot

03/07/2016

After a weak start to 2016, investors are becoming calmer as they adjust to volatile market conditions, enabling equities to rally. With doom not emerging in the US just yet, says Kristina Hooper, fear is all around us but not upon us.

The Slinky US Consumer

The Upshot

02/29/2016

Bolstered by job and wage gains but still somewhat tentative, Kristina Hooper says US consumers have been less like a tightly coiled spring and more like a Slinky—which moves slowly only to compress and uncoil once again.

Drop in US Productivity Has Important Implications

The Upshot

02/08/2016

Declining worker productivity, which grew at its slowest pace in nearly two years last quarter and rose just over half-a-percent for all of 2015, is a critical issue for the future of US economic growth, according to Kristina Hooper.

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