Latest News & Insights
How much cash is under your mattress?
Is it possible that low interest rates are driving deposits out of banks and into cash? If so, what does it mean for the banking system?
Q&A with Jim O’Sullivan on the U.S. economy
How much more easing will the Fed deliver, and when? How are TPU—trade policy uncertainties—shaping the outlook? Is the U.S. economy on the verge of recession? Jim answers these questions and more.
Does China’s economy need stimulus?
China's economy doesn't need stimulus to offset the impact of the U.S. trade war. The bigger threat: African swine fever.
On the most recent episode of FS Insider, @osullivanEcon of @hifreqec discusses current #trade talks, potential presidential #impeachment and the probability of #recession within the next year. https://t.co/R9GhDPUEO0
Don't get excited about an August surge in household spending in Japan: It's all about consumers advancing big-ticket purchases to beat the October 1 sales tax hike. With real wages shrinking along with the population, consumer spending has no where to go but down.
If the Yanks don't get them, the pigs will: African swine fever is a bigger threat to China's economy than U.S. trade policy. https://t.co/trutOknfkW
On top of Brexit uncertainty, the current account gap in the UK suggests sterling may be prone to a crash. The deficit for Q2 was appallingly huge after a record Q1 gap.
Was on @SquawkCNBC ahead of the employment data with @LindseyPiegza @BeckyQuick @andrewrsorkin @grassosteve
https://t.co/Ak6Ly7vj9W