Market conditions today may be a signal that financial crisis and economic crisis have become entangled with epidemiological crisis.
Tag Archives: Carl Weinberg
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.
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.
Technicals versus fundamentals
Technicals can be rationalized as a combination of artistry, technology and pattern recognition.
Is the U.S.-China spat to blame for the world’s trade woes?
We do not believe the global headwinds to prosperity will be eliminated by a rollback of tariffs between the United States and China.
How much cash is under your mattress?
Is it possible that low interest rates are driving deposits out of banks and into cash? If so, what does it mean for the banking system?
Does China’s economy need stimulus?
China’s economy doesn’t need stimulus to offset the impact of the U.S. trade war. The bigger threat: African swine fever.
To hike or to ease? That is the BoC’s question
Is the Bank of Canada more likely to hike interest rates, as slack evaporates, or to cut interest rates, following the Fed?
Why negative interest rates don’t work
A tree is growing in the forest… when do you cut it down to harvest its wood? When it dies and threatens to fall on your house.