Archive
Market vs Medicine: America’s Epic Fight for Better, Affordable Healthcare
Market vs. Medicine goes beyond diagnosis to consider how sustaining and disruptive innovation will make U.S. healthcare better at diagnosing and treating illness while developing care management capabilities that promote prevention, behavioral health and chronic disease management. In the epic battle underway, market-driven reform, more than regulatory change, will transform and improve America’s broken healthcare system.
When Healthcare is a “Lemon”: Asymmetric Information and Market Failure
In this article, David explains how asymmetric information exchange between providers and patients contributes to medical errors, customer frustration, over and under-treatment in U.S. healthcare industry.
‘Hot Streak’ Continues: Expect +3% GDP in 14Q4 & Beyond
FMI’s Preview of 14Q4 GDP and commentary on the impact of lower oil prices.
ACA Limiting Payroll Job Gains, Raising Employees’ Costs
FMI’s commentary on the mostly negative impacts of the Affordable Care Act on employer-sponsored insurance plans.
China’s Economy and Policy: Trends and Outlook in Early 2016
China recorded the lowest GDP of 6.9% for 25 years in 2015; given historically high levels of debt and excess housing and factory capacity, growth going forward will stagnate. In 2015, China became a net outbound investor for the first time. The trend of rising outbound FDI will continue as China seeks higher than domestic returns and access to new markets, incl. for geopolitical reasons.
'Shutdown’ Could Drag Down 19Q1 GDP Stats, Quick Rebound to Follow
FMI’s commentary on the macro economic effects of the government shutdown.
Kuroda Goes Negative on Interest Rates - Monetary ‘Hail Mary’
Richard Katz's February 2016 issue of the Oriental Economist
Federal Spending Up in ‘16; S&L Provides Bigger GDP Boost
FMI's commentary on federal and state & local fiscal policy.
FOMC Now ‘Patient’ -- 1st Rate Hike Still Likely Mid-2015
FMI’s commentary on today’s FOMC post-meeting statement, updated quarterly forecasts and Yellen news conference..
Kuroda’s “Hail Mary” pass
In the face of a growing loss of faith in the Bank of Japan’s ability to either achieve its 2% inflation target in the foreseeable future or to help boost real growth—and even snarky passages in the press about BOJ Governor Haruhiko Kuroda “stealthily extending the deadline for exiting deflation”—Kuroda threw a “Hail Mary” pass.