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.
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Note
Thrift is a gift: Capitalizing on the capex reversal
After a brief boom, business investment is set to slow down this year. The reversal could provide opportunities in an equity market that is lacking them.
Note
Debt ceiling: The summer reboot no one asked for
The debt ceiling is back. Like a reboot that no one asked for, the debt ceiling threatens to monopolize airtime this summer.
Macro matters
Macro matters: Four key takeaways from a wild week
Read Chief U.S. Economist Lara Rhame’s four big takeaways after a crazy week for markets.
Macro matters
Macro matters: The other big game
Super Bowl Sunday has arrived, but another matchup is playing out every day in financial markets: The battle between Team Soft Landing and Team Hard Landing. We look at how to navigate the coming year as these two teams battle for the economic cycle.
Macro matters
Macro matters: The Fed is from Mars, markets are from Venus
This isn’t a note about gender. It is a discussion of why the Fed and markets—two entities definitely in a relationship—aren’t really hearing each other.
Outlooks
Chief U.S. Economist Lara Rhame’s 10 for ‘23
2023 will see easing inflation but rising risk of a recession. Read our watchlist for 10 big ideas on the economy, the Fed and markets.
Showing 43-48 insights