Webinar: Two-speed recovery?
If the global economy reached the point of maximum compression in April, what comes next?
June 2020 Presentation
Carl Weinberg and Rubeela Farooqi's June 2020 chartbooks.
Coronavirus: A statistician’s nightmare
Sampling errors related to coronavirus containment policies likely mean the economy has been hit harder that the data suggest.
The fiscal cliff, global edition
If the economies of the world undertake $6 trillion in deficit spending for fiscal stimulus this year, what happens next year, if the stimulus is not renewed or increased?
U.S. employment report: The good, the bad and the ugly
While the May bounce in payrolls was welcome, it barely made a dent in the road to job recovery.
HFE Webinar: Maximum Compression?
The global economy likely passed the point of maximum compression in April. Carl Weinberg and Rubeela Farooqi discuss prospects for recovery from the coronavirus-induced depression.
The unraveling of global financial markets
Market conditions today may be a signal that financial crisis and economic crisis have become entangled with epidemiological crisis.
ECB botches a policy opportunity
This is shaping up to be a really bad day for financial markets, made worse by another botching of a policy opportunity by the ECB.
A repeat of 1987?
The 1987 experience suggests that financial market volatility alone will probably not result in an imminent recession for the U.S. economy.
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The US participation rate for prime-age women has been falling faster than men, and women accounted for the entire drop in payrolls in Dec: A net job loss for women of 156K was partially offset by a 16K gain for men. We're not sure what this means for investors, but we are wary.
Our team is about to start a client webinar focusing on the changes to outlook for 2021 in light of the high-impact developments of the last few weeks. Can't join? You can request an invite to the replay...
https://t.co/gY8An2zAtP
The last two weeks have seen a number of impactful developments, from politics to the pandemic. They have impacted our outlook for 2021 as well.
https://t.co/KKtK1aLO3A
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. https://t.co/dKAB19pC95
Thanks to all for support for our op ed on the insurrection yesterday. I'll be talking economics, not politics, on #cnbc Squawk Box Europe tomorrow (Friday) at 08:30 London tomorrow.