A tree is growing in the forest… when do you cut it down to harvest its wood? When it dies and threatens to fall on your house.
In Japan’s depopulating economy, productivity is falling—not rising—and so are wages.
The latest data, and still-accommodative financial conditions, suggest the Fed does not have to cut rates aggressively.
Reliable surveys confirm the Euro Zone economy is not recovering.
We are on the alert for more bad global economic news in the months ahead if the drop in world trade continues.
Is the Fed being prescient or panicky? Join us for a webinar with Jim O’Sullivan on June 26.
The record low German unemployment rate does not reflect a truly tight supply of labor.
Practically speaking, no one should expect any ECB tightening at all until some time in 2022.
HFE Notes and Snapshots are now available to subscribers via Bloomberg.
Team Trump has set off the mother of all trade wars with China by making a series of gross miscalculations.