Webinar: Clouds On The Horizon Or Just A Passing Fog?

Carl Weinberg and Jim O'Sullivan evaluate the darkening outlook for the global economy in 2019.
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Carl Weinberg, Jim O'Sullivan

Upcoming events: January

Coming up: Global webinar on the 2019 outlook and UK roadshow.
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U.S. labor market tightening; inflation pressures muted

Still-low jobless claims should lessen fears about the U.S. labor market weakening significantly.
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Overall economy ‘looks solid’

Jim O'Sullivan says the U.S. economy looks solid, despite some signs of moderation.
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How to spot job layoffs coming, even in a good economy

Even in a strong U.S. labor market, there are sectors and companies having cyclical troubles, explains Jim O'Sullivan.
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The best way to predict the future of rates

Jim O'Sullivan expects the U.S. economy will continue to create enough jobs to keep the Fed tightening.
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Rise in layoffs points to slowing economic growth

In the U.S., Jim O'Sullivan sees "some loss of momentum in what has been a strong labor market."
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Webinar: U.S. Economy — Too hot or too cold? (Replay)

Is it too late for the Fed to achieve a soft landing for the U.S. economy?

O’Sullivan wins Forecaster of the Month for October

Chief Economist Jim O'Sullivan picks up a record-breaking 22nd Forecaster of the Month award from MarketWatch.
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Washington Post

U.S. economy grew at annual rate of 3.5%

Jim O'Sullivan explains that the details of the third quarter U.S. GDP results were not as strong as the headline.
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Twitter

I was on @SquawkCNBC this morning talking about the economy, markets and the Fed, with Michelle Girard of Natwest, @BeckyQuick @JoeSquawk @michaelsantoli

https://t.co/UauP52Qmjb

I was on @SquawkCNBC this morning talking about the economy, markets and the Fed, with Michelle Girard of Natwest, @BeckyQuick @JoeSquawk @michaelsantoli

https://t.co/UauP52Qmjb

We expect survey data (e.g., ISMs) to show much more weakening than the hard data in coming months, due to a fading of the boost from partisanship that has led to exaggerated strength since the 2016 election as well as confidence effects from the recent decline in equities.

Survey data have generally exaggerated strength since the 2016 election, probably because of increased partisanship in how questions are answered. That may be changing. Recent dip in Bloomberg CCI has been led by individuals identifying as Rs.

Discussed the economy and markets on @SquawkCNBC with @BeckyQuick and also @Phil_J_Orlando this morning

https://t.co/AeAgjEzdlc