Mid-Cycle Adjustment?

The case for rate cuts is much weaker now than in previous mid-cycle Fed easings.

Get the most out of HFE on Bloomberg

Some tips from our in-house Bloomberg expert on how to leverage the platform to access HFE research.

Why negative interest rates don’t work

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.

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.

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