The rules to being a sellside economist
21 Jan 2020 - Dario Perkins1) Economic forecasts: Forecasting GDP is basically a waste of time - no investor actually cares what this backward-looking gauge of the economy is doing. But getting it "right" is one of the few (though dubious) ways.
#Central Banks #Liquidity #GDP #Recession #Economy #Dario Perkins
Is the consensus wrong?
09 Jan 2020 - Dario PerkinsThis is the time of year when economists across the financial sector are busily marketing their chunky ‘year ahead’ volumes. There is an old joke that the savvy investor should take note of whatever consensus emerged.
#Central Banks #Inflation #Dario Perkins #2020 outlook
The Folly Of Inflation Targets
31 Oct 2019 - Charles Dumas/Steven BlitzAs part of our Global Fractures series, Charles Dumas, our Chief Economist, and Steven Blitz, our Chief US Economist, explain why monetary policy has failed to generate the desired levels of inflation. Inflation targets.
#Central Banks #Federal Reserve #Global Fractures #Monetary Policy #Trade War #Bond yields #ECB #Inflation #Interest Rates #Steven Blitz #Charles Dumas #Euro Crisis #Fiscal Policy
Central Bank Dethroning
01 Jul 2019 - Christopher GranvilleIn Global Political Drivers published on 1st July, Christopher Granville offers a thought-leadership piece on the end of the era of DM central bank independence. He writes: It was only a matter of time before central.
#Central Banks #Federal Reserve #ECB #Bank Of England #Christopher Granville
Where we stand - our highest conviction views
02 Apr 2019 - Martin Shenfield- Global macro data to disappoint - Deflationary pressures rebuilding - Yield curve inversion will reinforce Central Banks’ s dovish response - EM equities due further consolidation/correction Recent deteriorating.
#Central Banks #Federal Reserve #Trade War #Equities #Emerging Markets #Yield curve inversion #Martin Shenfield
