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Webinar: Clouds On The Horizon Or Just A Passing Fog?
Carl Weinberg and Jim O'Sullivan evaluate the darkening outlook for the global economy in 2019.
Click here for details.
Sometimes, you need a better plan
If the BoJ's QQME with YCC were going to do something, it would have happened—or at least, begun—by now.
Ya gotta have a forecast
Without a forecast, the Bank of England is without a clue about whether there will be inflation on March 29, or thereafter.
I was on @SquawkCNBC this morning talking about the economy, markets and the Fed, with Michelle Girard of Natwest, @BeckyQuick @JoeSquawk @michaelsantoli
https://t.co/UauP52Qmjb
I was on @SquawkCNBC this morning talking about the economy, markets and the Fed, with Michelle Girard of Natwest, @BeckyQuick @JoeSquawk @michaelsantoli
https://t.co/UauP52Qmjb
We expect survey data (e.g., ISMs) to show much more weakening than the hard data in coming months, due to a fading of the boost from partisanship that has led to exaggerated strength since the 2016 election as well as confidence effects from the recent decline in equities.
Survey data have generally exaggerated strength since the 2016 election, probably because of increased partisanship in how questions are answered. That may be changing. Recent dip in Bloomberg CCI has been led by individuals identifying as Rs.
Discussed the economy and markets on @SquawkCNBC with @BeckyQuick and also @Phil_J_Orlando this morning
https://t.co/AeAgjEzdlc