We are skeptical that expectations of a post-pandemic surge of inflation will be realized, but markets may mistake an oil price basis effect for inflation.
Category Archives: Insights
Webinar: Brexit, blue wave & covid mutation
In our first webinar of the New Year, Carl Weinberg and Rubeela Farooqi discuss how the high-impact developments of the last few weeks have changed the outlook for 2021.
On the events in Washington DC
This is not a time to remain quiet and hope for the best.
The economy versus the stock market
The recovery in the US stock market has coincided with the deepest economic contraction since the Great Depression. Will stocks continue on their current path or adjust to the economic reality?
China’s slumping demographic dividend
China has become more focused on projecting economic power to emerging-economy allies. It is time to recalibrate our expectations to match China’s outward-looking ambitions.
Webinar: Post-pandemic reconstruction
We know that the economies of the world are suffering from a resurgence Covid cases and new lockdowns to contain the spread. So why are the economic data generally pointing to a continuing rebound, not a new crash of output, employment and spending? What lies ahead in the new year, as the world’s economies attempt […]
A catastrophic reorganization of Britain’s economy
Britain’s economy is ill positioned to endure the incremental shock of a “hard” departure from the EU trade zone. It was sliding into recession before the pandemic hit
Webinar: Europe on the Brink
Join us for no-holds-barred conversation with Chief Economist Carl Weinberg on the prospects for Britain and Europe as uncertainty and risk compound in the final months of the year.
Webinar: The Great Rebound — Vulnerable?
A no-holds-barred assessment of the economic depression, the rebound from the apparent nadir so far and prospects for the recent expansion to become self-sustaining as policy support for incomes and demand fades.
Webinar: Two-speed recovery?
If the global economy reached the point of maximum compression in April, what comes next?