Latest News & Insights
Webinar: Hoping For A Short And Shallow Rough Patch
The momentum of most advanced economies slowed in 2018, and that trajectory seems to be extending into early 2019. Join Carl Weinberg and Jim O'Sullivan for an assessment of the outlook.
Fed Outlook: Unemployment Trajectory Still Key
The trajectory of the unemployment rate will be key to whether Fed tightening resumes.
Jim O’Sullivan: Forecaster of the Year for the 11th time!
"Tom Brady is the Jim O'Sullivan of football," says MarketWatch's Rex Nutting. O'Sullivan won MarketWatch’s Forecaster of the Year award for 2018—his eight consecutive win and eleventh in the last 15 years.
Click here to read.
Oil prices are still lower than a year ago; stall likely to persist as U.S. tight oil production surges
Click here for a free trial to HFE’s Daily Notes on the Global Economy https://t.co/FKcdoLOYHg
#Australia’s #jobless rate jiggled up to 5.2% in April, higher than expected! Don’t worry, HFE thinks it’s just noise
Click here for a free trial to HFE’s Daily Notes on the Global Economy https://t.co/FKcdoLOYHg
One month of soft data from #china will no more spark Beijing to fiscal or monetary stimulus than a sour production report for the USA would move the #Fed or #Congress. Demand stimulus is of limited use in emerging economies.
Aggregate wage income growth in the #UK is too low to support retail spending
Click here for a free trial to HFE’s Daily Notes on the Global Economy https://t.co/FKcdoLOYHg
China’s holdings of U.S. securities are falling. China makes USA pay for tariffs by using dollars less for trade, sales to Europe are paid in Euros. Dollar’s reserve role is at risk when world’s biggest exporter stops using it. #china #chinatrade #ChinaTariffs #ChinaUS