Assessing the odds of a US recession
Dave Fernandez & Thomas Lam | Business Times | Feb 2023
In this commentary, SMU Sim Kee Boon Institute for Financial Economics (SKBI) Principal Researcher Thomas Lam and SKBI Director SMU Professor of Finance (Practice) Dave Fernandez offer their perspectives on the current multifaceted and highly charged US recession debate.
Is fed policy in the eye of the beholder?
Thomas Lam & Leo Krippner| Business Times | Sep 2022
In this commentary, Leo Krippner and Thomas Lam, Research Fellows at the SMU Sim Kee Boon Institute for Financial Economics, underscore that although the Fed remains vigilant on inflation, it will likely continue its tightening cycle with caution, with an eye on market expectations about future policy actions and financial conditions.
Geopolitics and Ballpark Estimates
Thomas Lam & Dave Fernandez| Business Times | Mar 2022
SMU Sim Kee Boon Institute for Financial Economics’ principal researcher Thomas Lam and the Institute’s Director Professor David Fernandez seek to tease out the likely impact on global growth and inflation, notwithstanding the fluidity of the current geopolitical conflict in Europe.
Sandwiched between a Rock and a Hard Place
Thomas Lam & Dave Fernandez| Business Times | Feb 2022
In a commentary, SMU Sim Kee Boon Institute for Financial Economics’ principal researcher Thomas Lam and the institute’s director Professor David Fernandez highlighted the ongoing hoo-ha surrounding central bank policy globally as the divergence between the Federal Reserve and People’s Bank of China intensifies.
We need to talk about how to value organisations' data assets
David R. Hardoon| Business Times | August 2021
In a commentary, David R. Hardoon, Visiting Faculty at the SMU Sim Kee Boon Institute for Financial Economics, explained about the contribution of data to the value of a company, and discussed possible approaches to determine the value of a data asset with certainty.
Squawking about Persistently Higher Inflation
Thomas Lam| Business Times | July 2021
In a commentary, Thomas Lam, Principal Researcher at the SMU Sim Kee Boon Institute for Financial Economics, explores whether it is horse sense or hogwash to squawk about persistently higher inflation.
FOMC Playbook: The only New Game in Town?
Thomas Lam| Business Times | June 2020
Thomas Lam, principal researcher at Sim Kee Boon Institute for Financial Economics, cautions in this piece that overreliance on “new” monetary policy can lead to unintended consequences.
Light at the end of a Long Tunnel
Thomas Lam| Business Times | April 2020
In a commentary, SMU Principal Research Associate of Sim Kee Boon Institute for Financial Economics, Thomas Lam shared his analysis and concluded that the current US recession can prospectively be longer, perhaps more dire, followed by a weaker-than-expected recovery.
The Great Fed Pivot
Thomas Lam & Dave Fernandez | Business Times | April 2019
In a commentary , Thomas Lam, principal research associate, and David Fernandez, director at the Sim Kee Boon Institute for Financial Economics at SMU, emphasized that the outlook for monetary policy globally, especially in the US, has changed dramatically. But if efforts to prolong the economic cycle lead to greater financial imbalances over time -- prospectively worsening the next downturn -- then the potential costs of this action should be evaluated more carefully. As economists, we are often reminded that there is no free lunch.
Likely Trajectory of Fed Policy Far from Settled
Thomas Lam & Dave Fernandez | Business Times | December 2018
Principal Research Associate Thomas Lam and Director at SMU Sim Kee Boon Institute for Financial Economics David Fernandez believe that the December 18-19 Federal Open Market Committee meeting will likely generate more buzz. In this piece, they explore some of the complexities surrounding future Federal Reserve policy.
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