Latest News & Insights
To hike or to ease? That is the BoC’s question
Is the Bank of Canada more likely to hike interest rates, as slack evaporates, or to cut interest rates, following the Fed?
Exaggerated U.S. recession fears?
We are skeptical of the signal from the yield curve now given the likely distortion from non-U.S. as well as U.S. QE and negative bond yields in much of the world.
Webinar: Negative Yields, Trade Wars & More
Join Carl Weinberg and Jim O'Sullivan for an assessment of the U.S. and global economies as 2019 comes to a close.
The trade war playbook
Carl Weinberg shares some of his insights on the U.S.-China trade war with Tom Keene on Bloomberg Surveillance.
Click here to view clip.
A small drop in Australia's jobless rate in Thursday's report will be a step in the right direction for the RBA, but probably not enough to cut the odds of a November rate cut.
The focus for tomorrow’s #FOMC meeting will be the updated projections and the chair’s briefing. We expect the median official projection to show a third 25-basis-point cut by year-end, but it’s a close call on whether the median will show one more move or no further easing.
Oil price jump so far looks modest from a long-term perspective.
We will be watching tomorrow's ZEW survey update for September, but so far the indexes are showing no sign that Germany's industrial recession is bottoming. We are bracing for economic contraction through Q3 and into Q4.
Congrats!