Robert Young
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Markets Now Expect a Fed Rate Hike. CFOs Should Reforecast These Five Assumptions.
Rate expectations shifted sharply ahead of the September Fed meeting. Here are five assumptions CFOs should…
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AI’s Financing Boom Is Becoming a Balance-Sheet Story
AI investment is increasingly becoming a capital-structure question. What rising debt, private credit and off-balance-sheet commitments…
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Stop Pretending the Forecast Is One Number
A single-point forecast hides the risk that leaders actually need to manage. A better approach is…
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AI Is Already in Finance. The Real Question Is Whether Anyone Is Governing It.
AI adoption in finance is no longer hypothetical. The harder questions are governance, ROI, controls, and…
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A Balanced Budget Can Still Hide a Cash Crisis
A balanced budget can look reassuring while masking a dangerous liquidity problem. Here are the questions…
Numbers & Judgment 