The economy versus the stock market
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
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
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
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
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?
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?
If the global economy reached the point of maximum compression in April, what comes next?
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?
Posts Navigation
;
Makes me queasy to see the #bankofengland hiking rates when economy is contracting & forecast to grow slow, real credit falling, claimant unemploymt high & inflation below target soon. Replay of how Fed worsened the Depression? Ask for HFE Notes today at https://tinyurl.com/2p94pmem
Amidst record U.S. profits & demand surge, Europe will report GDP decline tomorrow & still locked down. India--world's third biggest economy--faces human tragedy & economic crash. Japan's econ is stalled, Covid up. Is it time to rope U.S. optimism? Can US And China pull ROW up?
Will a post-pandemic rebound, super-charged by massive monetary and fiscal stimulus, inevitably lead to runaway inflation? @cbweinberg and @RubeelaFarooqi will have the answers in our webinar today! https://www.hifreqecon.com/february2021/
Fed Chair Powell is likely to add his support to calls for more fiscal aid, rather than less, but he is unlikely to comment on the size. To avoid a further scarring, the US economy needs a bridge between March and whenever the virus can be contained.
With the Euro Zone economy heading into a double dip, the ECB is out of options: https://www.hifreqecon.com/ecb-out-of-options/