BCBill Conerly

1. Article · Aug 28, 2026 · Bill Conerly, Senior Contributor

   Forecast: Fed To Hike Interest Rates After Warsh's Jackson Hole Talk (opens the original)

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   Fed Chair Kevin Warsh would raise interest rates today, if today were decision day and he alone decided. He'll probably urge the Fed's policy committee to increase short-term interest rates at its meeting on September 15-16. His remarks at the annual Jackson Hole symposium describe his thinking in greater clarity than we previously had. Based on that speech, I anticipate a series of interest rate hikes in the coming months. We should keep in mind, however, that the Fed chair does not set rates.

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2. Article · Jul 21, 2026 · Bill Conerly, Senior Contributor

   Economic Growth Trade-Off: Creative Destruction V Stability (opens the original)

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   Long-term economic growth is tremendously important, but seldom top of mind. It's important to anyone concerned about future generations—or even one future generation. For business, long-term growth forecasts can indicate whether major capital spending plans pencil out, as well as whether the company should target higher-end products or lower-cost alternatives. Public policy decisions play a role in a country's or state's growth rate. Business leaders will have better long-term forecasts if they

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