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.

Webinar: Hoping For A Short And Shallow Rough Patch

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.

Webinar: Global Slowdown – Blossoming Or All But Done?

Join Carl Weinberg for a discussion of the causes of the current global economic slowdown, the prospects for recovery and the implications for financial markets.

Jim O'Sullivan - High Frequency Economics

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.

Webinar: Clouds On The Horizon Or Just A Passing Fog?

Carl Weinberg and Jim O'Sullivan evaluate the darkening outlook for the global economy in 2019.
Click here for details.

Japan

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.

Carl Weinberg, Jim O'Sullivan

Upcoming events: January

Coming up: Global webinar on the 2019 outlook and UK roadshow.
Click here for details.

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