The momentum of most advanced economies slowed in 2018, and that trajectory seems to be extending into early 2019. Join Carl Weinberg and Jim O’Sullivan for an assessment of the outlook.
“Tom Brady is the Jim O’Sullivan of football,” says MarketWatch’s Rex Nutting. O’Sullivan won MarketWatch’s Forecaster of the Year award for 2018—his eight consecutive win and eleventh in the last 15 years.
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If the BoJ’s QQME with YCC were going to do something, it would have happened—or at least, begun—by now.
Coming up: Global webinar on the 2019 outlook and UK roadshow.
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Without a forecast, the Bank of England is without a clue about whether there will be inflation on March 29, or thereafter.
Euro Zone banks are not to responding to the ECB’s generous boost to liquidity by increasing their lending.
Will similarities with Japan’s banking practices of the 1970s and 1980s be the death knell for China’s economy?
The monetary data from Japan and Britain suggest that there is core weakness in the underlying economy.
The problem with the recovery from the global financial crisis is not just lower growth rates, but still-depressed levels of activity.
Yields on 10-year JGBs and Bunds are approaching zero. But the meaning of near-negative interest rates is different in Japan than in Germany.