Jim O'Sullivan - High Frequency Economics

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. 

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.

Mid-Cycle Adjustment?

The case for rate cuts is much weaker now than in previous mid-cycle Fed easings.