If the global economy reached the point of maximum compression in April, what comes next?
Category Archives: Insights
June 2020 Presentation
Carl Weinberg and Rubeela Farooqi’s June 2020 chartbooks.
Coronavirus: A statistician’s nightmare
Sampling errors related to coronavirus containment policies likely mean the economy has been hit harder that the data suggest.
The fiscal cliff, global edition
If the economies of the world undertake $6 trillion in deficit spending for fiscal stimulus this year, what happens next year, if the stimulus is not renewed or increased?
U.S. employment report: The good, the bad and the ugly
While the May bounce in payrolls was welcome, it barely made a dent in the road to job recovery.
HFE Webinar: Maximum Compression?
The global economy likely passed the point of maximum compression in April. Carl Weinberg and Rubeela Farooqi discuss prospects for recovery from the coronavirus-induced depression.
The unraveling of global financial markets
Market conditions today may be a signal that financial crisis and economic crisis have become entangled with epidemiological crisis.
ECB botches a policy opportunity
This is shaping up to be a really bad day for financial markets, made worse by another botching of a policy opportunity by the ECB.
A repeat of 1987?
The 1987 experience suggests that financial market volatility alone will probably not result in an imminent recession for the U.S. economy.
BoE saves the day; ECB next?
The BoE’s bold moves give us some hope that the ECB will lower capital adequacy standards to finally unleash some lending on a credit-starved economy.