Blogs - recession

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The war on deflation

15 May 2020 - Dario Perkins

The COVID-19 pandemic has forced governments and central banks to work together to support the economy. While most investors welcome these efforts – it is the reason global asset prices have recovered from their March.

#Central Banks #Monetary Policy #Inflation #Recession #Dario Perkins #coronavirus

The equity rebound - just another bulltrap?

01 May 2020 - Dario Perkins

Watching financial markets, it is tempting to think the worst of the COVID-19 crisis is over. Equity values have bounced and credit spreads have narrowed, even as the oil market continues to suffer alarming strains..

#Monetary Policy #Recession #Dario Perkins #Fiscal Policy #coronavirus #bear market #bull market

World slump - weak rebound

26 Mar 2020 - Charles Dumas

Widespread hopes for a V-shaped recovery from the impending recession will probably be dashed. And stock markets are only likely to rebound sharply if they fall a lot further from here – at Tuesday's Close the S&P index.

#Equities #Recession #Charles Dumas #coronavirus #bear market

The bear and fear stalk the world

10 Mar 2020 - Charles Dumas

Global spread of the Covid-19 virus looks likely to cause a worldwide recession and bear market in stocks. Nobody knows how serious the disease is likely to be. But The Brookings Institution’s estimates suggest a.

#Equities #Recession #Charles Dumas #coronavirus #stock market #bear market

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

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