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.
BoE saves the day; ECB next?
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
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
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
We see the key risk for financial market participants worldwide coming from the vulnerability of China’s financial sector.
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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/