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Jeffrey A. Sonnenfeld

  • What Critics of Pfizer Are Getting Wrong

    The activist investment firm Starboard Value has launched a proxy fight again Pfizer, questioning the company’s management under CEO Albert Bourla. Yale SOM’s Jeffrey Sonnenfeld and co-author Steven Tian write that the critics are demonstrating the same impatience that has led investors to underestimate Pfizer in the past.

    The Pfizer logo and stock price on a display at the New York Stock Exchange
  • Big Companies Are Not the Inflation Villain

    Blaming corporate greed for rising prices is not a winning argument, write Yale SOM’s Jeffrey Sonnenfeld, economist and former presidential advisor Laura Tyson, and co-author Stephen Henriques.

    A shopper in a supermarket
  • CEOs Are More Optimistic about the Economy Than the Rest of Us, and They’re Probably Right

    At Prof. Jeffrey Sonnenfeld’s Yale CEO Caucus last week, the vast majority of the business leaders in attendance said they expect a soft landing. Sonnenfeld and co-author Steven Tian write that the economic indicators back up the CEOs.

    A "Now Hiring" sign in the window of a mall clothing store
  • The IMF Is Returning to Russia. No One Should Be Surprised.

    The International Monetary Fund’s decision to send a delegation to Russia is only the latest pro-authoritarian move from the organization under the leadership of Kristalina Georgieva, according to Yale SOM’s Jeffrey Sonnenfeld, co-author Steven Tian, and Tymofiy Mylovanov and Nataliia Shapoval of the Kyiv School of Economics.

    Managing Director Kristalina Georgieva at a press briefing at IMF headquarters in Washington, D.C., in April 2024. 
  • The Truth Beneath the Economic Misinformation

    Yale SOM leadership expert Jeffrey Sonnenfeld and co-author Stephen Henriques write that in the upcoming debate, the Democratic nominee can and should argue that the economy has boomed under the Biden-Harris administration.

    Joe Biden and Kamala Harris with the Investing in America Cabinet at the White House in May 2023 .
  • Filling In the Harris-Walz Economic Policy Scorecard

    Professor Jeffrey Sonnenfeld and co-author Stephen Henriques analyze the policies proposed by the Democratic ticket.

    Kamala Harris speaks in front of a banner reading "Opportunity Economy/Lowering Your Costs."
  • Is Minnesota Nice for Business?

    Yale SOM leadership expert Jeffrey Sonnenfeld and co-author Stephen Henriques argue that there are good reasons why a disproportionate number of major businesses are headquartered in Minnesota.

    Minnesota State Capitol
  • Has Starbucks Finally Found the Right Leader?

    For more than two decades, the coffee empire has tried and failed to find a lasting successor to longtime CEO Howard Schultz. Yale SOM leadership expert Jeffrey Sonnenfeld, with co-authors Steven Tian and Stephen Henriques, provides an insider’s view of the drama and explains why Chipotle’s Brian Nicoll might be the right person for the job.

    A aerial view of Starbucks’ headquarters in Seattle
  • Leadership Lessons from the Vice Presidential Picks

    Yale SOM leadership expert Jeffrey Sonnenfeld writes that Kamala Harris and Tim Walz are demonstrating a genuine chemistry, while Donald Trump is already distancing himself from J. D. Vance.

    Kamala Harris and Tim Walz from behind at a large rally
  • Trump Is Already Rattling the Stock Market

    Professor Jeffrey Sonnenfeld, co-author Steven Tian, and investor and analyst Whitney Tilson write that the pattern is familiar from Trump’s term in office, when his remarks frequently swayed markets—usually for the worse.

    Donald Trump on a TV at the New York Stock Exchange