Latest articles by Jeremy J. Siegel
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Investors, Don't Fear Higher Rates
investing Although interest rates will rise modestly in coming months, that should not derail the bull market.
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Why Investors Shouldn't Be Afraid of Inflation
Economic Forecasts An inflation rate of 2% to 3% is good for stocks because it gives companies the power to raise prices, which helps boost profits.
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A Positive Outlook for U.S. Interest Rates
Economic Forecasts Instead of the threat of deflation from weak growth and falling prices, the U.S. is facing the opposite: accelerating inflation.
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Can the Fed Save the Stock Market?
Markets In retrospect, it was ill-timed for the Federal Reserve to start hiking short-term interest rates. But that can easily be fixed.
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Bernanke's Ultimate Legacy
investing The former Fed chairman's decisions in 2008 were an act of courage that averted an economic collapse far worse than we experienced.
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Worries About China’s Economy Are Overblown
Economic Forecasts Among the consequences of China's slowdown: lower commodity prices, which actually benefit the U.S.
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Surviving the Greek Financial Crisis
Economic Forecasts Despite the recent friction, I believe the eurozone is stronger after putting down the Greek rebellion.
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Bursting the Talk of a Stock-Market Bubble
investing There's good reason to believe that analysts' forecasts of a 12% increase in earnings next year are on the mark.
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Is Productivity Plunging?
Economic Forecasts New ways of producing goods and services may be causing the bean counters to underestimate productivity.
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Why European Stocks Are Worth a Second Look
investing Best bets for investors will be those companies with strong sales outside the Euro zone.
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Dow 20,000? Why Not?
investing Stock prices are reasonable relative to earnings and the returns from alternatives are meager. So, there's your upside potential.
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The Fed's Rate Forecast Is Too High
Economic Forecasts Powerful economic forces, such as sharply lower growth in the labor force, are pushing interest rates down.
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All the Things Thomas Pikkety Got Wrong
Markets The author of Capital in the Twenty-First Century has a flawed view of capitalism.
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The Conversion of Bill Gross
investing It's good to see a long-term stock market bear concede that stocks are not overpriced.
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Low Rates Are Here to Stay
investing The smart money sees powerful economic forces, which transcend the power of the Fed, pushing interest rates downward.
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Is the Bull Market Over?
investing With today's low interest rates, it makes sense that price-earnings ratios should be higher than average.
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Is the Market Rational?
investing Nobel laureate Robert Shiller showed that fluctuations in the stock market were consistent with fads and euphoria.
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What Keeps Me Awake Now
investing I still believe we will emerge from the slow growth in productivity. Nevertheless, it's crimping corporate profits.
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Time to Tackle Social Security, Medicare
Politics 30 years ago, a bipartisan commission (yes!) helped fix these entitlement programs. Let's try it again.
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What to Do About Tax Reform
Economic Forecasts You can't keep marginal rates low if you allow deductions for such items as mortgage interest.
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The Case for Dow 17,000
investing If we can avoid heading over the fiscal cliff, stocks will continue their strong rally.
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The Case for Investing in Europe
investing Stocks are at fire-sale prices thanks to the euro crisis. This could turn out to be a terrific buying opportunity.
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Investors, Relax About Rising Interest Rates
investing Rates must go substantially higher before bonds can challenge the return on stocks.
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Private Equity Is a Plus
investing Academic research shows that private equity produces stronger and more-resilient companies.
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