Practically speaking, no one should expect any ECB tightening at all until some time in 2022.
HFE Notes and Snapshots are now available to subscribers via Bloomberg.
Team Trump has set off the mother of all trade wars with China by making a series of gross miscalculations.
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.
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.
"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.
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Carl Weinberg and Jim O'Sullivan evaluate the darkening outlook for the global economy in 2019.
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If the BoJ's QQME with YCC were going to do something, it would have happened—or at least, begun—by now.