Join HFE’s chief economists as they discuss plausible and probable paths to economic recovery and policy normalization in the wake of the Covid crisis.
Category Archives: Insights
A long wait for lift-off
If central banks adopt a return to full employment as the criteria for withdrawing stimulus from the economy, then lift-off of interest rates is still years away for most of the world’s major economies.
Webinar: Two-lane global rebound—without inflation?
Will a post-pandemic rebound, super-charged by massive monetary and fiscal stimulus, inevitably lead to runaway inflation? Join us for answers in our next webinar.
ECB: Out of options
Until and unless the ECB wants to start easing capital adequacy requirements, it is stuck.
Oil prices and the illusion of inflation
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.
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 […]