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?
Category Archives: Insights
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.
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.
Mid-Cycle Adjustment?
The case for rate cuts is much weaker now than in previous mid-cycle Fed easings.
Get the most out of HFE on Bloomberg
Some tips from our in-house Bloomberg expert on how to leverage the platform to access HFE research.
Why negative interest rates don’t work
A tree is growing in the forest… when do you cut it down to harvest its wood? When it dies and threatens to fall on your house.
Depopulating economy = falling wages?
In Japan’s depopulating economy, productivity is falling—not rising—and so are wages.