Lara is Chief U.S. Economist and Managing Director on the Investment Research team at FS Investments, where she analyzes developments in the global and U.S. economy and financial markets. Her fresh take on macroeconomic issues helps to inform and develop the firm’s long-term views on the economy, investment trends and issues facing investors. Lara is committed to the Philadelphia community and serves on the boards of the Economy League of Greater Philadelphia, Hyperion Bank and Starr Garden Park.
Be careful what you wish for: Fed lays groundwork for summer rate cut
We believe the Fed should take a cautious approach to cutting rates, despite the short-term benefit to financial markets.
Anatomy of an economic slowdown – economic uncertainty becomes a headwind
Softening data YTD and yield curve inversion have raised concerns that growth could slow more sharply than expected, or even contract, resulting in a recession.
Equity markets have been telling the wrong story
Falling yields, a perfect storm of policy uncertainty and the looming economic slowdown mean investors should prepare for higher volatility.
“Boy, that escalated quickly!” | U.S.-China trade tensions upend complacency
U.S.-China trade negotiations imploded, causing stock market complacency to quickly evaporate.
Q2 2019: Anatomy of a slowdown
Higher wages have not spread to broader inflation but could still impact financial markets.
Yield curve inversion and recession jitters
Interest rates take a big step down | The yield curve inverts and alarm bells sound | The economy is cruising along, but risks loom