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
Fed has created the conditions for the next US recession
22 Oct 2019 - Steven BlitzSteven Blitz, our Chief US Economist, examines the triggers for the next US recession. The largest risk is household exposure to equity markets. Anyway looking at debt as a trigger is looking in the wrong place..
#Federal Reserve #Interest Rates #QE #Liquidity #Balance Sheet #Recession #Steven Blitz #Debt
