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.
Category Archives: Insights
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.
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.
Threading the monetary policy needle
U.S. employment growth is moderating, but not by enough to stop more Fed rate hikes in 2019.
Upcoming events: January
Coming up: Global webinar on the 2019 outlook and UK roadshow.
Click here for details.
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.
How Insensitive!
Euro Zone banks are not to responding to the ECB’s generous boost to liquidity by increasing their lending.
Japan-style death spiral for China?
Will similarities with Japan’s banking practices of the 1970s and 1980s be the death knell for China’s economy?
Two tales of credit woe
The monetary data from Japan and Britain suggest that there is core weakness in the underlying economy.