Join Carl Weinberg for a discussion of the causes of the current global economic slowdown, the prospects for recovery and the implications for financial markets.
Tag Archives: Carl Weinberg
Sometimes, you need a better plan
If the BoJ’s QQME with YCC were going to do something, it would have happened—or at least, begun—by now.
Ya gotta have a forecast
Without a forecast, the Bank of England is without a clue about whether there will be inflation on March 29, or thereafter.
How Insensitive!
Euro Zone banks are not to responding to the ECB’s generous boost to liquidity by increasing their lending.
Japan-style death spiral for China?
Will similarities with Japan’s banking practices of the 1970s and 1980s be the death knell for China’s economy?
Two tales of credit woe
The monetary data from Japan and Britain suggest that there is core weakness in the underlying economy.
Globally, industry has yet to recover
The problem with the recovery from the global financial crisis is not just lower growth rates, but still-depressed levels of activity.
The meaning of negative interest rates
Yields on 10-year JGBs and Bunds are approaching zero. But the meaning of near-negative interest rates is different in Japan than in Germany.
Sad day for the global economy
While the United States fights a futile trade war with China, the rest of the world loses.
Whose inflation forecast do you believe?
The ECB’s plan for ending asset purchases hinges on a questionable CPI forecast.