We are on the alert for more bad global economic news in the months ahead if the drop in world trade continues.
Category Archives: Insights
Webinar: Fed to the rescue — whether needed or not?
Is the Fed being prescient or panicky? Join us for a webinar with Jim O’Sullivan on June 26.
When the jobless rate is meaningless…
The record low German unemployment rate does not reflect a truly tight supply of labor.
Draghi’s little fibs
Practically speaking, no one should expect any ECB tightening at all until some time in 2022.
A new way to read HFE
HFE Notes and Snapshots are now available to subscribers via Bloomberg.
China will not bow to U.S. bullying
Team Trump has set off the mother of all trade wars with China by making a series of gross miscalculations.
Webinar: Hoping For A Short And Shallow Rough Patch
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.
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.
Upcoming events: January
Coming up: Global webinar on the 2019 outlook and UK roadshow.
Click here for details.