The economy versus the stock market
Posted on January 4, 2021 in Insights
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
Posted on December 21, 2020 in Insights
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
Posted on December 6, 2020 in Insights, Webinars
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
A catastrophic reorganization of Britain’s economy
Posted on December 6, 2020 in Insights
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
Webinar: Europe on the Brink
Posted on October 14, 2020 in Insights, News, Webinars
Join us for no-holds-barred conversation with Chief Economist Carl Weinberg on the prospects for Britain and Europe as uncertainty and risk compound in the final months of the year.
Webinar: The Great Rebound — Vulnerable?
Posted on September 15, 2020 in Insights, News, Webinars
A no-holds-barred assessment of the economic depression, the rebound from the apparent nadir so far and prospects for the recent expansion to become self-sustaining as policy support for incomes and demand fades.
Webinar: Two-speed recovery?
Posted on July 7, 2020 in Insights, News, Webinars
If the global economy reached the point of maximum compression in April, what comes next?
Coronavirus: A statistician’s nightmare
Posted on June 15, 2020 in Insights
Sampling errors related to coronavirus containment policies likely mean the economy has been hit harder that the data suggest.
The fiscal cliff, global edition
Posted on June 9, 2020 in Insights
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?