Carl Weinberg and Rubeela Farooqi’s June 2020 chartbooks.
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.