Neil Dutta

Partner/Head:Economic Research

Neil Dutta is the head of economics at Renaissance Macro Research, responsible for analyzing global trends and cross-market investment themes.

Latest

1523892108_GettyImages-945822498

Bloomberg Opinion

Inflation Will Offer Pleasant Surprise to Equity Markets

Following years of downside risks, the pace of consumer price increases looks more normal.

April 16, 2018

April 16, 2018

OpinionNeil Dutta

Inflation Will Offer Pleasant Surprise to Equity Markets

Following years of downside risks, the pace of consumer price increases looks more normal.

1523892108_GettyImages-945822498

April 9, 2018

April 9, 2018

OpinionNeil Dutta

Reports of Retail's Death Are Premature

Store chains are going bust and malls are closing, but the stock market appears to be telling a more upbeat story.

1523281067_dutta-retail

March 26, 2018

March 26, 2018

OpinionNeil Dutta

The Fed May Have Jumped the Gun on Full Employment

The failure to acknowledge slow wage growth may result in tighter policy than is needed.

1521835988_dutta-labor

March 15, 2018

March 15, 2018

OpinionNeil Dutta

The U.S. Expansion Still Has a Ways to Go

This growth cycle has lasted longer than most. That doesn't mean it's over.

1521125577_dutta-cycle

March 6, 2018

March 6, 2018

OpinionNeil Dutta

Powell Wants to Keep the Party in Markets Going

His congressional testimony was more bullish than it seemed.

1520357996_dutta-fedbill

February 22, 2018

February 22, 2018

OpinionNeil Dutta

No, the Fed Isn't Behind the Curve on Stagflation

The low risk of inflation should curb the recent increase in Treasury yields and provide relief to equity investors.

1519315928_dutta-nostagflation

February 5, 2018

February 5, 2018

OpinionNeil Dutta

Why the Growth Bears Have It Wrong

U.S. domestic demand is expanding at the fastest pace in three years.

1517608740_dutta-wrongbears

January 25, 2018

January 25, 2018

OpinionNeil Dutta

The Rally in Equities Deserves More Appreciation

Dismissing the rise as helping only shareholders is misguided.

1516823511_dutta-stockrally

January 19, 2018

January 19, 2018

OpinionNeil Dutta

U.S. Manufacturing Is Primed for Another Year of Growth

The global economy is a big driver, but domestic demand is even more important.

1516380626_duttamanufacturing

January 11, 2018

January 11, 2018

OpinionNeil Dutta

Higher Oil Prices Won't Deter Consumers or the Fed

The increase is not enough to pressure the central bank's inflation goals.

1515621875_dutta-oil2018

January 2, 2018

January 2, 2018

OpinionNeil Dutta

Markets Show Ardor for Tax Plan in Stocks, Not the Dollar

Earnings and the economy remain the primary driver for equities, while events in Washington now appear to be more of a tailwind.

1513973300_dutta-stocksdollar

December 20, 2017

December 20, 2017

OpinionNeil Dutta

New York Fed's New Inflation Gauge Is a Red Herring

If loose financial conditions and stronger growth do little to move prices, the premise of the indicator is flawed.

1513793779_dutta-uig

December 13, 2017

December 13, 2017

OpinionNeil Dutta

Productivity Is Rising If You Know Where to Look

Recent capacity growth has been understated.

1513186176_dutta-productivity

December 5, 2017

December 5, 2017

OpinionNeil Dutta

Housing Market's Comeback Is Poised to Accelerate

The sluggishness of 2017 is about to end as consumers see residential real estate as a solid investment once again.

1512418340_dutta-realestate

November 27, 2017

November 27, 2017

OpinionNeil Dutta

Forecasts for U.S. Growth Are Too Pessimistic

Those who wait for changes to tax policy to upgrade their estimates for next year are going to end up waiting too long.

1511386999_dutta-economy

November 16, 2017

November 16, 2017

OpinionNeil Dutta

Stock Bears and the Growth-Is-Too-Good Argument

A high ISM manufacturing reading is often interpreted as a sign the economy is about to deteriorate. That may not be true.

1510846968_dutta-manuf

November 6, 2017

November 6, 2017

OpinionNeil Dutta

Trump's Policies Have Done Nothing for Stocks

Earnings growth, not promises on deregulation, taxes or infrastucture, is responsible for most of the appreciation in equities.

1509736236_dutta-usstox

October 31, 2017

October 31, 2017

OpinionNeil Dutta

Stocks Should See a Boost from Business Spending

Capital expenditures are an important driver of earnings, as equipment is an input for some companies and an output for many others.

1509379231_GettyImages-100506383