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.
Category Archives: Insights
Jim O’Sullivan: Forecaster of the Year for the 11th time!
“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.
Click here to read.
Sometimes, you need a better plan
If the BoJ’s QQME with YCC were going to do something, it would have happened—or at least, begun—by now.
Upcoming events: January
Coming up: Global webinar on the 2019 outlook and UK roadshow.
Click here for details.
Ya gotta have a forecast
Without a forecast, the Bank of England is without a clue about whether there will be inflation on March 29, or thereafter.
How Insensitive!
Euro Zone banks are not to responding to the ECB’s generous boost to liquidity by increasing their lending.
Japan-style death spiral for China?
Will similarities with Japan’s banking practices of the 1970s and 1980s be the death knell for China’s economy?
Two tales of credit woe
The monetary data from Japan and Britain suggest that there is core weakness in the underlying economy.
Globally, industry has yet to recover
The problem with the recovery from the global financial crisis is not just lower growth rates, but still-depressed levels of activity.
The meaning of negative interest rates
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.