We have been—and still are—quite positive on the U.S. economy, but could trade warmongering derail the outlook?
How much do changes in oil prices and exchange rates affect inflation? Not much.
Is the U.S. economy headed for recession in the next year, and can we trust the LEI to give us an early warning?
What good are productivity gains when demand is doomed to shrink with the population?
When should we start worrying about recession risks? What should we be watching? Jim O’Sullivan will have the answers.
China’s GDP growth picked up to 6.9% in 2017 from 6.7% in 2016. That is surely better, but is it good enough? And what does it mean for investors?
The relationship between growth in bank lending and growth in the economy is far from tight.
Our bet is that the ECB will maintain accommodative monetary conditions into 2019 at least.
HFE’s Chief U.S. Economist Jim O’Sullivan answers questions about the outlook for wages, inflation and Fed tightening this year and next.
What smart economists learned in the 1970s will serve the BoE well when it responds to Brexit shocks.