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.
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.
Posts Navigation
Currency traders like the improved odds of a Brexit deal, and that has blinded them to the reality that the current account deficit is big enough to kill sterling no matter how Brexit works out.
From @cbweinberg : "We would rather put our faith in the tooth fairy than a meaningful economic recovery in Japan."
Regardless of how the ADP numbers turn out tomorrow, we will be sticking to our forecast for a below-consensus 180K rise in payrolls in Friday’s report for November.
What's new at HFE? @RubeelaFarooqi What's unchanged? HFE's 32-year track record of superior economic research. https://t.co/od9iclz1es
My first HFE webinar, one week from today! https://t.co/AUSZyHLtnW