Webinar: Two-lane global rebound—without inflation?

Will a post-pandemic rebound, super-charged by massive monetary and fiscal stimulus, inevitably lead to runaway inflation? Join us for answers in our next webinar.

ECB: Out of options

Until and unless the ECB wants to start easing capital adequacy requirements, it is stuck.

Oil prices and the illusion of inflation

We are skeptical that expectations of a post-pandemic surge of inflation will be realized, but markets may mistake an oil price basis effect for inflation.

Webinar: Brexit, blue wave & covid mutation

In our first webinar of the New Year, Carl Weinberg and Rubeela Farooqi discuss how the high-impact developments of the last few weeks have changed the outlook for 2021.

On the events in Washington DC

This is not a time to remain quiet and hope for the best.

The economy versus the stock market

The recovery in the US stock market has coincided with the deepest economic contraction since the Great Depression. Will stocks continue on their current path or adjust to the economic reality?

China’s slumping demographic dividend

China has become more focused on projecting economic power to emerging-economy allies. It is time to recalibrate our expectations to match China's outward-looking ambitions.

Webinar: Post-pandemic reconstruction

We know that the economies of the world are suffering from a resurgence Covid cases and new lockdowns to contain the spread.  So why are the economic data generally pointing to a continuing rebound,  not a new crash of output, employment and spending?  What lies ahead in the new year, as the world’s economies attempt

High Frequency Economics - Brexit

A catastrophic reorganization of Britain’s economy

Britain’s economy is ill positioned to endure the incremental shock of a “hard” departure from the EU trade zone.  It was sliding into recession before the pandemic hit

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