Japan

Depopulating economy = falling wages?

In Japan's depopulating economy, productivity is falling—not rising—and so are wages.

U.S. inflation data call for modest—not major—Fed easing

The latest data, and still-accommodative financial conditions, suggest the Fed does not have to cut rates aggressively.

Surveys We Trust

Reliable surveys confirm the Euro Zone economy is not recovering.

Time to lose sleep over world trade slowdown?

We are on the alert for more bad global economic news in the months ahead if the drop in world trade continues.

Webinar: Fed to the rescue — whether needed or not?

Is the Fed being prescient or panicky? Join us for a webinar with Jim O'Sullivan on June 26.

When the jobless rate is meaningless…

The record low German unemployment rate does not reflect a truly tight supply of labor.

Draghi’s little fibs

Practically speaking, no one should expect any ECB tightening at all until some time in 2022.

A new way to read HFE

HFE Notes and Snapshots are now available to subscribers via Bloomberg.

China

China will not bow to U.S. bullying

Team Trump has set off the mother of all trade wars with China by making a series of gross miscalculations.

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