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The markets are overreacting to trade fears

Jim O’Sullivan discusses the latest round of U.S. tariffs against China.

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hifreqecHigh Frequency Econ@hifreqec·

10 Jan

New calendar year, same story: World exports continue to contract and industrial production is declining in tandem. If you missed our webinar Wednesday on the 2020 outlook, you can request a replay here: https://t.co/tswfIWEoOJ

hifreqecHigh Frequency Econ@hifreqec·

9 Jan

Look for a reversal tomorrow in Canada’s employment report for December from the anomalous surge in the jobless rate for November. We expect a more trend-like 5.5% and a rebound in employment growth. BoC is likely on hold.

RubeelaFarooqiRubeela Farooqi@RubeelaFarooqi·

9 Jan

Moderation in U.S. payroll growth last year reflects a maturing labor market—one that is reaching full employment. That said, our 170K forecast for December payrolls is still strong, though not as impressive as November's 266K surge.

hifreqecHigh Frequency Econ@hifreqec·

8 Jan

Starting in one hour, our first webinar of the decade! The Calendar Changes, The World's Economic Woes Increase? If you miss it live, request a replay... https://t.co/tswfIWEoOJ

hifreqecHigh Frequency Econ@hifreqec·

8 Jan

Where were you when Desert Storm hit? Market impact Of escalating U.S./Iran hostilities could go either way, if history is any guide.

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