U.S. employment report: The good, the bad and the ugly
Posted on June 5, 2020 in Insights
While the May bounce in payrolls was welcome, it barely made a dent in the road to job recovery.
HFE Webinar: Maximum Compression?
Posted on June 2, 2020 in Insights, News, Webinars
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
Posted on March 18, 2020 in Insights
Market conditions today may be a signal that financial crisis and economic crisis have become entangled with epidemiological crisis.
ECB botches a policy opportunity
Posted on March 12, 2020 in Insights
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?
Posted on March 12, 2020 in Insights
The 1987 experience suggests that financial market volatility alone will probably not result in an imminent recession for the U.S. economy.
BoE saves the day; ECB next?
Posted on March 11, 2020 in Insights
The BoE's bold moves give us some hope that the ECB will lower capital adequacy standards to finally unleash some lending on a credit-starved economy.
Statement on surprise Fed rate cut
Posted on March 3, 2020 in Insights
HFE does not believe that cutting interest rates will help resolve the supply shock induced by the coronavirus outbreak and the policy responses to it.
Emergency webinar (REPLAY): Covid-19’s global economic impact
Posted on February 24, 2020 in Insights, News, Webinars
Join us Thursday an hour of economic theory, factual evidence and experience-based assessment of how this crisis might evolve.
Coronavirus threat is probably worse than you think
Posted on February 24, 2020 in Insights
We see the key risk for financial market participants worldwide coming from the vulnerability of China’s financial sector.