Kyla Scanlon | TalkMarkets | Page 1
CAP Associate at Capital Group
Contributor's Links: Kylas Scanlon's Substack
Majored in Finance, Economics, and Data Analytics with 5+ years experience in options trading. Focus on fundamentals, with special interest in equity valuations and macroeconomic analysis.

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2024 Outlook: Rate Cuts And The Influencer Apocalypse
We managed to skirt a recession (again!) and get inflation down (somehow!) and maintain a relatively strong labor market (excellent!), and still grow the economy.
Tired Of The Vibecession
A vibecession is the idea of a disconnect between consumer sentiment and economic data. People are misinformed, adjusting to a new economy, and they are sad.
Financially Unhinged: Rising Deficits And Bond Turmoil
Rising borrowing costs may be influenced by U.S. growth expectations and concerns over significant federal deficits.
Today's Economic Challenges With San Francisco Fed President Mary Daly
A discussion bout monetary policy, the labor market, Claudia Goldin, and more.
Strikes, Deficits, And The Housing Crisis
The Fed has raised rates so fast and so furious to battle inflation, putting pressure on those who were hoping to own a house but also putting pressure on the U.S. government.
Fragmentation, Polarization, And The Marshmallow Test
Capitalism's take on the Red Queen Hypothesis has become a requirement: It takes all the running you can do just to keep pace.
Here's Why China's Economy Is Going To Fail
It isn't. But they need to make some decisions.
The Real Ownership Economy
It’s around ownership - that’s really one thing we need to focus on fixing.
We Don't Need To Destroy The Economy To Save It
We don’t need excessive pain to get progress.
Preserving Optionality And Other Things
The Fed skipped, but this is not a bouncing through a field of daisies skip, this is a skip that you might do to avoid a mysterious puddle in the middle of the sidewalk.
"Everyone Is Frolicking But Me"
In general, the idea that things are relatively okay, but not okay enough to be labeled capital-O-Okay, triggers our protective mechanism. "Things are decent, but I am doubtful, therefore, everything is dire."
The Time Premium
Of system design, and the debt ceiling. In both cases, they work best "because you don't know how they work, but think you do."
What Happens When Information Overwhelms Knowledge
Information is not the same thing as knowledge. We are starstruck by the data, by the constant tornado that is the Internet. Being curious becomes exhausting.
Labor Market Vs Inflation
Things don't always work the way they are supposed to.
Why The Data Makes No Sense
The Fed is still planning to rip, inflation is still not where we want it to be, and parts of the economy are rebalancing.
No-Landing And The Anti-Gravity Economy
Everyone is trying to decide the path that the economy will go. Overall, the economy is still moving and grooving.
1 to 16 of 53 Posts