News

Explore the latest news featuring faculty and insights from Finance at Wharton.

Media Mention | April 25 2024
‘Finiverse’: App created by Philly students aims to help navigate student loans
Good Day Philadelphia, Fox 29
David Musto, The Stevens Center

Op-Ed | April 23 2024
These investments will boost your net worth more than any growth stock; Why value stocks with low P/E ratios deliver long-term
MarketWatch
Sean Myers

Media Mention | April 23 2024
Philly high schoolers develop easy app to help predict the true cost of college
Technical.ly, Sarah Huffman
David Musto

Media Mention | April 23 2024
Expert Opinions: Michael Roberts
WalletHub
Michael Roberts

Media Mention | April 22 2024
ChatGPT replacing human investment advisors isn’t a question of ‘when’ but ‘if,’ Wharton professor says
Fortune, Sheryl Estrada
Michael Roberts

Media Mention | April 18 2024
How to teach kids about financial literacy — in a way they’ll call ‘fun’
Yahoo Finance, Kerry Hannon
Michael Roberts

Media Mention | April 16 2024
Here’s what would happen to the US economy if there are no rate cuts this year
CNN Online, Elisabeth Buchwald
Itay Goldstein

Media Mention | April 11 2024
We might see two rate cuts by the end of the year, says Wharton’s Jeremy Siegel
CNBC Squawk Box
Jeremy Siegel

Wharton Media Mention | April 10, 2024
How Stock Price Volatility in Closely Held Firms Distorts Capital Allocation
Knowledge at Wharton
Itay Goldstein

Media Mention | April 4, 2024
Swelling US debt could tip US markets into crisis as soon as next year, Wharton professor says
Markets Insider, Filip De Mott
Joao Gomes

Media Mention | April 4, 2024
Wharton professor Joao Gomes on rising national debt: We just can’t afford the tax cuts
CNBC Squawk Box
Joao Gomes

Media Mention | April 3, 2024
Real Estate Commissions Are Going to Fall. These Stocks Can Weather the Storm.
Barron’s,Shaina Mishkin
Susan Wachter

Media Mention | April 1, 2024
America will be left with ‘severe, irreversible scars’ if national debt goes unchecked. Now, a blockbuster report warns the bill is higher than believed, hitting $141T by 2054
Fortune, Eleanor Pringle
Joao Gomes

Media Mention | April 1, 2024
Gold Rally Not Totally Inflation Flare: Wharton’s Siegel
Bloomberg
Jeremy Siegel

Ripple Effect graphic featuring David Musto in black and white before a dark blue background

How Financial Literacy Helps Underserved Students
Ripple Effect featuring David Musto, faculty director of the Stevens Center for Innovation in Finance.

March 2024

Media Mention | March 28, 2024
Rents across the U.S. grew for the first time in 6 months — only Arizona saw price drops in every metro
CNBC, Ana Teresa Solá
Susan Wachter

Media Mention | March 27, 2024
This bull market is not over, says Wharton’s Jeremy Siegel
CNBC
Jeremy Siegel

Media Mention | March 25, 2024
Could First-Time Home Buyers Lose Out Under New Commission Rules?
New York Times, Ronda Kaysen and Rukmini Callimachi
Susan Wachter

Media Mention | March 19, 2024
Wouldn’t be surprised if more FOMC members predicted less than two rate cuts in 2024: Jeremy Siegel
CNBC, Squawk Box
Jeremy Siegel

Media Mention | March 19, 2024
Home prices rose 2.4 times faster than inflation since 1960s, study finds. What that means for homebuyers
CNBC, Ana Teresa Solá
Susan Wachter

Media Mention | March 15, 2024
Soaring US debt will ‘break’ markets at some point if spending isn’t reined in, Wharton professor warns
Markets Insider, Jennifer Sor
Joao Gomes

Media Mention | March 14, 2024
Wharton finance professor sounds the alarm on soaring U.S. debt
CNBC
Joao Gomes

Media Mention | March 13, 2024
Nvidia stock could hit $2700 if it follows Cisco’s dot-com bubble path
Investing.com, Vahid Karaahmetovic
Jeremy Siegel

Wharton Podcast Appearance | March 11, 2024
David Zaring on Wharton Business Daily
Wharton Initiative on Financial Policy and Regulation

Media Mention | March 9, 2024
How the Canadian mortgage model could help unfreeze the housing market
Business Insider, Theron Mohamed
Susan Wachter

Media Mention | March 8, 2024
Playing momentum stocks requires nerves of steel, says Wharton’s Jeremy Siegel
CNBC
Jeremy Siegel

Media Mention | March 7, 2024
Homebuyers Get More Options as Steep Prices Lure Holdout Sellers
Bloomberg, Prashant Gopal and Paulina Cachero
Susan Wachter

Media Mention | March 6, 2024
Why do many Americans think the economy stinks?
PolitiFact, Louis Jacobson
Sasha Indarte

Media Mention | March 5, 2024
Fund managers paid for flows, rather than returns
Investment Executive Online, James Langton
Winston Dou

Media Mention | March 3, 2024
Hotshot Wharton professor sees $34 trillion debt triggering 2025 meltdown as mortgage rates spike above 7%: ‘It could derail the next administration’
Fortune, Eleanor Pringle
Joao Gomes

February 2024

Media Mention | February 28, 2024
Cava’s CFO on its new $30 million facility-and the importance of buying sliced onions
Fortune, Sheryl Estrada
Future of Finance Forum

Media Mention | February 28, 2024
Is There an AI Bubble? The Nifty Fifty Show It Isn’t That Simple
Wall Street Journal, Jon Sindreu
Jeremy Siegel

Media Mention | February 27, 2024
The market sage who warned about the dotcom bubble says another ‘may be forming’ right now over AI
Fortune, Will Daniel
Jeremy Siegel

Podcast Appearance | February 26, 2024
Why do we measure consumers’ feelings?
Marketplace, Kai Ryssdal and Sofia Terenzio
Sasha Indarte

Media Mention | February 26, 2024
No hurry for the Fed to lower rates ‘as long as the economy remains strong’: Wharton’s Jeremy Siegel
CNBC Squawk Box
Jeremy Siegel

Media Mention | February 23, 2024
AI Rally Could Go a Lot Further, Wharton’s Siegel Says
Bloomberg
Jeremy Siegel

Media Mention | February 23, 2024
‘If your parents are homeowners, you’re more likely to be a homeowner,’ housing expert says. Here’s why
ABC News, Ana Teresa Solá
Susan Wachter

Media Mention | February 22, 2024
Why the housing market is cooling off
ABC News, Max Zahn
Lu Liu and Susan Wachter

Media Mention | February 21, 2024
With mortgage rates remaining high, renting is less expensive than buying
CNBC, Ana Teresa Solá
Susan Wachter

Media Mention | February 21, 2024
52% of Black Americans say homeownership is a mark of success, report finds. But it can conflict with other goals
CNBC, Ana Teresa Solá
Susan Wachter

Podcast Appearance | February 19, 2024
Cash? Credit? Check? Or palm?
Marketplace Morning Report, Justin Ho
Susan Wachter

Media Mention | February 15, 2024
‘The CFO or someone on her team should have caught this’
Fortune, Sheryl Estrada
Future of Finance Forum

Media Mention | February 14, 2024
Amazon founder Jeff Bezos just saved millions on a recent share sale. Here’s how.
USA Today, Bailey Schulz
Michael Roberts

Media Mention | February 14, 2024
The Wharton professor who called tech stocks a ‘sucker’s bet’ in 2000 before the dotcom crash says we aren’t in another bubble-yet
Fortune, Will Daniel
Jeremy Siegel

Media Mention | February 14, 2024
Two Wharton Students Build New College Finance App, Strengthen Friendship in the Process
Philadelphia Today, Jensen Toussaint
David Musto, Stevens Center for Innovation in Finance

Wharton Media Mention | February 13, 2024
AI in Finance: The Promise and Potential Pitfalls
Knowledge at Wharton
Chris Geczy

Media Mention | February 12, 2024
While the languishing commercial real estate market may be ‘manageable,’ a top analyst reminds us ‘we’re not out of the woods yet’
Fortune, Sheryl Estrada
Itay Goldstein

Media Mention | February 11, 2024
Jamie Dimon believes U.S. debt is the ‘most predictable crisis’ in history—and experts say it could cost Americans their homes, spending power and national security
Fortune, Eleanor Pringle
Joao Gomes

Media Mention | February 9, 2024
The S&P 500 will try to maintain its momentum next week after breaching 5,000, with key inflation data, earnings on deck
CNBC Online
Jeremy Siegel

Media Mention | February 9, 2024
Wharton professor Jeremy Siegel says the stock market still has 8% upside — and highlights where investors should put their money to capitalize
Markets Insider, Matt Fox
Jeremy Siegel

Media Mention | February 7, 2024
Why ETFs work better in illiquid markets
Financial Times, Robin Wigglesworth
Anna Helmke, PhD Candidate at Wharton

Wharton Media Mention | February 5, 2024
How Digital Payment Systems Can Promote Adoption
Knowledge at Wharton
David Musto, Stevens Center for Innovation in Finance

Media Mention | February 2, 2024
Rental markets are softening, but half of U.S. tenants spend more than they can afford, Harvard report finds
CNBC Online, Ana Teresa Solá
Susan Wachter

Media Mention | February 1, 2024
Bank complaints about higher capital requirements may be overblown, finance professor says
MarketWatch
Wharton Initiative on Financial Policy and Regulation

Penn Media Mention | February 1, 2024
How friendship and finance bloom at Wharton’s Stevens Center
Penn Today
Stevens Center for Innovation in Finance

January 2024

Wharton Media Mention | January 30, 2024
How Financial Stability Hinges on Bank Business Models
Knowledge at Wharton
Itay Goldstein

Media Mention | January 30, 2024
Texas ousts Barclays over net-zero policies, raising bond market concerns
S&P Global
Daniel Garrett

Media Mention | January 29, 2024
Stocks could surge another 10% and the bull market doesn’t depend on Fed rate cuts, Wharton professor Jeremy Siegel says
Markets Insider, Jennifer Sor
Jeremy Siegel

Media Mention | January 26, 2024
Watch CNBC’s full interview with Wharton’s Jeremy Siegel and NB Private’s Shannon Saccocia
CNBC Online
Jeremy Siegel

Media Mention | January 26, 2024
Fed will not be in a rush to lower rates: Wharton’s Jeremy Siegel
CNBC Online
Jeremy Siegel

Media Mention | January 25, 2024
At U.S. S&P 500 firms, research shows more executive bonuses are being tied to ESG
Fortune, Sheryl Estrada
Amy Wang Huber

Wharton Media Mention | January 23, 2024
Why Foreigners Want U.S. Securities — But Not All the Dollar Exposure
Knowledge at Wharton
Amy Wang Huber

Media Mention | January 17, 2024
3 Promising Stocks Poised for Trillion-Dollar Status in 2024
Markets Insider
Jeremy Siegel

Podcast Appearance | January 15, 2024
Wharton Professor on Risk and Returns
Motley Fool Money
Jules van Binsbergen

Media Mention | January 12, 2024
Stocks Are Forever. That Doesn’t Mean Now Is the Time to Buy.
The Wall Street Journal, James Mackintosh
Jeremy Siegel

Media Mention | January 10, 2024
Jamie Dimon is skeptical about the ‘Goldilocks’ economy scenario
Fortune Online
Jeremy Siegel

Media Mention | January 9, 2024
Wharton’s Jeremy Siegel says the U.S. economy is at a perfect ‘Goldilocks pace’—neither too strong nor too weak to spook the Fed or markets
Fortune, Eleanor Pringle
Jeremy Siegel

Media Mention | January 9, 2024
The S&P 500 might leap 10% to a record high this year
Markets Insider
Jeremy Siegel

Media Mention | January 8, 2024
Big rate cuts by the Fed might mean ‘a real slowdown and recession’, warns Wharton’s Jeremy Siegel
CNBC Online
Jeremy Siegel

Media Mention | January 5, 2024
Wharton’s Jeremy Siegel says the Dow could surpass 40,000—if the Fed doesn’t get in the way
Fortune, Sheryl Estrada
Jeremy Siegel

Media Mention | January 5, 2024
A look at Austin’s mortgage-free homes 
Axios Austin, Sami Sparber and Asher Price
Michael Roberts

Media Mention | January 4, 2024
Mortgage-free homes are on the rise in San Diego
Axios San Diego, Kate Murphy and Andrew Keatts
Michael Roberts

Media Mention | January 3, 2024
Mortgage rates are plummeting. Should homebuyers jump into the market?
ABC News
Lu Liu

Media Mention | January 2, 2024
Value stocks could rise 15% amid abnormal gap between growth and value, says Wharton’s Siegel
CNBC Online
Jeremy Siegel

December 2023

Media Mention | December 27, 2023
The Fed has the economy’s back in 2024, says Wharton’s Jeremy Siegel
CNBC Online
Jeremy Siegel

Media Mention | December 24, 2023
Read these 20 books if you want to level up your knowledge of the stock market
Business Insider, George Glover, Lisa Kailai Han, and Morgan Chittum
Jeremy Siegel

Media Mention | December 20, 2023
BlackRock and ESG Brought Down Their Own Backlash
Bloomberg, John Authers
Luke Taylor and Robert Stambaugh

Media Mention | December 18, 2023
More Salt Lake homeowners are mortgage-free
Axios Salt Lake City, Erin Alberty
Michael Roberts

Media Mention | December 17, 2023
Dow closes above 37,000 for first time ever as Powell hints at rate cuts
FOX Business Network Online, Suzanne O’Halloran
Jeremy Siegel

Media Mention | December 15, 2023
Wharton Professor Jeremy Siegel’s 2024 outlook: Stocks and home prices will jump, interest rates will tumble, and recession won’t hit
Markets Insider
Jeremy Siegel

Media Mention | December 15, 2023
This Mortgage Rate ‘Magic Number’ Would Reignite the U.S. Housing Market
Mansion Global, Michael Kaminer
Lu Liu

Media Mention | December 15, 2023
Stocks and home prices will jump, interest rates will tumble, and recession won’t hit
Business Insider, Theron Mohamed
Jeremy Siegel

Media Mention | December 14, 2023
Mortgage rates drop below 7 percent as home-buying pressures ease
Washington Post, Tory Newmyer
Susan Wachter

Media Mention | December 13, 2023
Not a Single Female CEO, But Private Fund Managers Make C-Suite Moves
FundFire Alts, Tom Stabile
Burcu Esmer

Media Mention | December 13, 2023
Federal Reserve will cut at the March meeting: Jeremy Siegel
Fox Business Network Online
Jeremy Siegel

Media Mention | December 12, 2023
A record share of U.S. homes are mortgage-free
Axios, Sami Sparber
Michael Roberts

Media Mention | December 11, 2023
Squawk on the Street
CNBC
Jeremy Siegel

Media Mention | December 9, 2023
Farrell: When you retire, should you keep your money with your employer’s 401(k) plan?
Star Tribune, Chris Farrell
Olivia Mitchell

Media Mention | December 6, 2023
Bank of America CEO Brian Moynihan says YOLO spenders aren’t wrung out just yet: They’re ‘in pretty decent shape’
Fortune, Eleanor Pringle
Jeremy Siegel

Media Mention | December 5, 2023
The market could be rallying itself out of the Fed interest rate cuts it wants so badly
CNBC, Jeff Cox
Jeremy Siegel

Media Mention | December 5, 2023
Sarah Hammer, Executive Director at the Wharton School – Accelerating Fintech and Leading Through Crisis
FinTech Leaders, Miguel Armaza
Sarah Hammer

Media Mention | December 5, 2023
With the stock market in ‘striking distance’ of all-time high, Wharton’s Jeremy Siegel warns the only thing that can derail it is Jerome Powell
Fortune
Jeremy Siegel

Media Mention | December 4, 2023
Collapsed US money supply is a threat to employment, growth, and inflation, Wharton professor Jeremy Siegel says
Markets Insider
Jeremy Siegel

Media Mention | December 4, 2023
Career advice from the CFOs of Dell, Eli Lilly, and Marriott-3 women who have each spent 20-plus years climbing the ladder at one company
Fortune
Itay Goldstein

Media Mention | December 4, 2023
The Fed can’t be ‘anywhere near as stubborn’ when it comes to rate cuts: Wharton’s Jeremy Siegel
CNBC Online
Jeremy Siegel

November 2023

Wharton Magazine Feature | Fall/Winter 2023
Breaking Down Bank Runs
Wharton Magazine, Braden Kelner
Itay Goldstein

Media Mention | November 28, 2023
Investors beware: ‘Magnificent Seven’ are starting to resemble ‘Nifty 50’ stocks that got crushed in the 1970s market crash
MarketWatch, Joseph Adinolfi
Jeremy Siegel

Knowledge at Wharton Feature | November 28, 2023
How Apple’s App Tracking Policy Curbs Financial Fraud
Knowledge at Wharton
, Shankar Parameshwaran
Huan Tang

Media Mention | November 24, 2023
Rise in single-family home construction is good news for economy
Marketplace Online – American Public Media, Justin Ho
Susan Wachter

Media Mention | November 21, 2023
How to make money from retailers’ post-Thanksgiving Black Friday results
MarketWatch, Mark Hulbert
Jessica Wachter

Media Mention | November 21, 2023
4 investing principles that Jeremy Siegel shares with his readers and students
Mint Online, Abeer Ray
Jeremy Siegel

Media Mention | November 20, 2023
Higher Interest Rates Are Shattering Housing Dreams Around the World
Bloomberg, Ari Altstedter, Ainsley Thomson, and Prashant Gopal
Benjamin Keys

Media Mention | November 20, 2023
The Fed should ‘start talking’ about lowering rates, says Wharton’s Jeremy Siegel
CNBC Squawk Box
Jeremy Siegel

Media Mention | November 19, 2023
Some experts balk at talk that Fed must cut rates soon if inflation keeps coming down
Market Watch, Greg Robb
Jeremy Siegel

Media Mention | November 17, 2023
The Share of Americans Who Are Mortgage-Free Is at an All-Time High
Bloomberg, Alexandre Tanzi
Michael Roberts

Media Mention | November 16, 2023
‘It’s all clear’ on inflation, and the Fed could cut rates as soon as March, Wharton professor Jeremy Siegel says
Business Insider, Jennifer Sor
Jeremy Siegel

Media Mention | November 15, 2023
We are not going to have any more inflation, says Wharton’s Jeremy Siegel
CNBC Online
Jeremy Siegel

Media Mention | November 14, 2023
Michelle Bowman and the Fed’s history of dissent
American Banker, Kyle Campbell
Peter Conti-Brown

Media Mention | November 7, 2023
CHART OF THE DAY: Tech stocks are at record highs versus the S&P 500, eclipsing the dot-com bubble’s peak
Markets Insider
Jeremy Siegel

Media Mention | November 7, 2023
‘The era of “do nothing, the boss can’t fire me” is over’ says Ivy League professor Jeremy Siegel, as workers face down fear of layoffs
Fortune, Eleanor Pringle
Jeremy Siegel

Media Mention | November 6, 2023
Fed Chair Powell has to be very alert to slow down, says Wharton’s Jeremy Siegel
CNBC Squawk Box
Jeremy Siegel

Media Mention | November 6, 2023
How Consumers Will Keep Powering GDP Growth
Wharton Business Daily
Nikolai Roussanov

Media Mention | November 6, 2023
Powell has to be on high alert’: Wharton professor Jeremy Siegel says the Fed needs to consider rate cuts a lot sooner than the market thinks
Business Insider, Matthew Fox
Jeremy Siegel

Media Mention | November 2, 2023
An ideal scenario for the stock market is taking shape as the economy looks set to keep growing without lifting inflation
Business Insider, Matthew Fox
Jeremy Siegel

Media Mention | November 2, 2023
US Workers Needn’t Be So Anxious About Their Next Paycheck
Bloomberg, Tyler Cowen
Sergio Salgado

Media Mention | November 1, 2023
Jeremy Siegel reacts to Powell presser: ‘It’s all about politics’
Fox Business Network
Jeremy Siegel

October 2023

Media Mention | October 30, 2023
Stocks are headed for a year-end rally as bond yields near their peak and valuations look ‘persuasive,’ Wharton professor Jeremy Siegel says
Business Insider, Aruni Soni
Jeremy Siegel

Media Mention | October 30, 2023
Wharton’s Jeremy Siegel: I do think we’re going to have a year-end rally in 2023
CNBC Squawk Box
Jeremy Siegel

Opinion Piece | October 27, 2023
Opinion: Financial markets worldwide now face a higher chance of extreme events, El-Erian warns
MarketWatchMohamed A. El-Erian

Media Mention | October 26, 2023
Feeling the pinch of high home insurance rates? It’s not getting better anytime soon
NPR, Greg Allen
Benjamin Keys

Media Mention | October 24, 2023
Wharton School’s Jeremy Siegel says stick with stocks even with 10-year Treasury yield above 5%
CNBC, Sarah Min
Jeremy Siegel

Media Mention | October 24, 2023
Recession in the 4th quarter
Fortune, Eleanor Pringle
Jeremy Siegel

Media Mention | October 23, 2023
‘Stocks are the place to be’: Wharton professor Jeremy Siegel says rising geopolitical risks represent a buying opportunity
Markets Insider, Matthew Fox
Jeremy Siegel

Media Mention | October 23, 2023
Don’t be fooled by strong economic growth. A recession could still be right around the corner.
Business Insider, Matthew Fox
Jeremy Siegel

Media Mention | October 23, 2023
Stocks are clearly the place to be if we get stronger growth, says Wharton’s Jeremy Siegel
CNBC, Squawk on the Street
Jeremy Siegel

Media Mention | October 23, 2023
A ‘first-time CFO guide’ from Heidrick & Struggles outlines 9 things new finance chiefs need to do well
Fortune, Sheryl Estrada
Nikolai Roussanov

Media Mention | October 19, 2023
Analysis: After US IPO stumbles, companies under pressure to offer bargains
Reuters, Echo Wang
David Erickson

Media Mention | October 19, 2023
A Different Way of Looking At the 1970s Period of High Inflation
Bloomberg, Tracy Alloway, Joe Weisenthal, and Aashna Shah
Itamar Drechsler

Media Mention | October 18, 2023
Bank of America warned consumers they would be pushed to the ‘point of pain’-and CEO Brian Moynihan says we’ve now reached that point
Fortune, Eleanor Pringle
Jeremy Siegel

Media Mention | October 17, 2023
Inflation relief for mortgages on the way — in 2025
National Mortgage News, Brad Finkelstein
Susan Wachter

Media Mention | October 17, 2023
Bank of America’s unrealized losses on securities rose to $131.6 billion
Reuters, Saeed Azhar and Nupur Anand
Allison Nicoletti

Media Mention | October 17, 2023
Bonds have proven to been a very bad hedge against inflation, says Wharton’s Jeremy Siegel
CNBC, Squawk Box
Jeremy Siegel

Media Mention | October 17, 2023
Jeremy Siegel says Treasurys crashed because everyone forgot they’re a bad inflation hedge while stocks ‘do beautifully’
Markets Insider, Filip De Mott
Jeremy Siegel

Media Mention | October 17, 2023
US stocks trade mixed as bond yields spike after hot retail sales data
Business Insider, Jennifer Sor
Jeremy Siegel

Media Mention | October 13, 2023
US stocks trade mixed but notch weekly gains as interest rates fall ahead of Q3 earnings season
Business Insider, Matthew Fox
Faculty Mentioned: Jeremy Siegel

Media Mention | October 13, 2023
The Ethical Investor: Confirmed – ESG investors care for the environment… as long as it turns a profit
Stockhead, Eddy Sunarto
Faculty Mentioned: Christina Zhu

Media Mention | October 13, 2023
Jeremy Grantham and Bill Gross have warned stocks are overvalued. Wharton professor Jeremy Siegel disagrees: ‘They are underpriced’
Business Insider, Anil Varma
Faculty Mentioned: Jeremy Siegel

Media Mention | October 13, 2023
The bitcoin v gold tussle is just gearing up
The Australian Financial Review, Tom Richardson
Faculty Mentioned: Jeremy Siegel

Media Mention | October 13, 2023
US stocks rise as bond yields continue to see downside pressure
Business Insider, Matthew Fox
Faculty Mentioned: Jeremy Siegel