In this webcast, a senior British economist discusses the business cycle, real interest rates, risk premiums, and imbalances in the U.S. economy as the economic backdrop for forecasting the equity and housing risk premiums. The relationships among
John P. Calverley discusses the business cycle, real interest rates, risk premiums, and imbalances in the U.S. economy as the economic backdrop for forecasting the equity and housing risk premiums. The relationships among the imbalances, their possible resolution, and the threat they pose are evaluated. Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.