Blogs - economy

Our blog page showcases our thought-leadership on key issues in economics, politics and markets. To find out more about our research services and access to our team please Contact Us.


The rules to being a sellside economist

21 Jan 2020 - Dario Perkins

1) 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

China GDP - Stimulus red lines and domestic weakness

17 Apr 2019 - Rory Green

Chinese Q1 GDP was the weakest in decades on the offical reading. The TS Lombard recalculation shows it to be even weaker at 5.2% yoy. Rory Green writes: TS Lombard’s China GDP calculation puts real real Q1/19 GDP.

#Trade War #China #GDP #Imports #Exports #Economy #Rory Green

Recession watch

28 Jan 2019 - Dario Perkins

Many investors are concerned that the US is about to enter into a recession. We disagree and expect Fed action to prevent a recession and support stronger growth from H2. Dario Perkins looks at the short-term dangers.

#Monetary Policy #Recession #Economy #FOMC #US #Dario Perkins

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