The recovery in the US stock market has coincided with the deepest economic contraction since the Great Depression. Will stocks continue on their current path or adjust to the economic reality?
We know that the economies of the world are suffering from a resurgence Covid cases and new lockdowns to contain the spread. So why are the economic data generally pointing to a continuing rebound, not a new crash of output, employment and spending? What lies ahead in the new year, as the world’s economies attempt […]
Britain’s economy is ill positioned to endure the incremental shock of a “hard” departure from the EU trade zone. It was sliding into recession before the pandemic hit
Sampling errors related to coronavirus containment policies likely mean the economy has been hit harder that the data suggest.
If the economies of the world undertake $6 trillion in deficit spending for fiscal stimulus this year, what happens next year, if the stimulus is not renewed or increased?
While the May bounce in payrolls was welcome, it barely made a dent in the road to job recovery.
Market conditions today may be a signal that financial crisis and economic crisis have become entangled with epidemiological crisis.
The 1987 experience suggests that financial market volatility alone will probably not result in an imminent recession for the U.S. economy.
Join us Thursday an hour of economic theory, factual evidence and experience-based assessment of how this crisis might evolve.
We see the key risk for financial market participants worldwide coming from the vulnerability of China’s financial sector.