Finance
Who Will Finance the AI Revolution?
Deployment of AI is accelerating exponentially, and the nascent industry requires unprecedented investment to grow. We spoke to two Yale College alums and leaders at Goldman Sachs about where the capital to support an AI transition is coming from.
What Will It Take to Make Housing More Affordable?
We asked Prof. Cameron LaPoint, whose research interests include real estate and household finance, if Kamala Harris’s proposal can make a difference.
The Fed Is Cutting Rates Soon. Should I Wait to Get a Loan?
Many homebuyers and other borrowers incorrectly believe that they get a lower rate by waiting until a cut becomes official, according to Prof. Kelly Shue. This misconception is so widespread that it can undercut the effectiveness of Fed monetary policy.
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.
A Loan Program Can Help Close the Green-Building Gap
In a new study, Prof. Cameron LaPoint and his co-authors weigh the positives and negatives of a lending program that puts climate resiliency upgrades within reach of financially constrained homeowners.
Should the Federal Reserve Reveal More about Its Stress Test Models?
Greg Feldberg, director of research at the Yale Program on Financial Stability, argues that the Fed already discloses more than any other authority in the world about its stress test models and warns that revealing more could repeat mistakes made in the run-up to the Global Financial Crisis of 2008-09.
Investors Reward Gender-Diverse Companies
Advocates have long made the case that hiring more women is the right thing to do, and that gender diversity helps firms be more effective. New research from Yale SOM’s Jennifer Dannals suggests another reason for a gender-diverse workforce: investors love to see it.
CEOs Invest Less in Corporate Social Responsibility When Their Own Money Is At Stake
A study co-authored by Yale SOM’s Kelly Shue finds that when CEOs have a larger financial stake in their companies, or when they face stronger shareholder oversight, they cut back spending on corporate social responsibility efforts.
What Did the Last Four Years Teach Us about Managing Inflation?
William English, a professor in the practice of finance and a former economist at the Federal Reserve, discusses lessons learned from central banks’ responses to four-plus years of extraordinary economic disruption.
What Does a Record Stock Market Mean?
We asked Yale SOM’s William Goetzmann, an expert on financial markets and the history of finance, what soaring stock prices say about the economy and the future of the markets.
Assembling an Economy in Space
A mix of public and private investments are positioning the space economy for a period of growth and innovation, says Sven Eenmaa ’98, director of investment and economic analysis at the International Space Station U.S. National Laboratory.
