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.
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.
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.
Until and unless the ECB wants to start easing capital adequacy requirements, it is stuck.
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.
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.
This is not a time to remain quiet and hope for the best.
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 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.
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 […]