US-China warpaths converge on tech
14 Aug 2020 - Christopher GranvilleIt is no accident that the escalation has concentrated on tech, while financial sector measures have remained relatively restrained for now. All the various strands and sources of US reactions to the rise of China now.
#China #Technology #US EconomyLast dance for US fiscal spending
23 Jul 2020 - Steven BlitzRepublican Senate Leader McConnell waited for this last minute to begin negotiating this“stimulus” package because he knew it would limit the bill’s scope. No side wants to see critical aspects of the CARES Act just.
#US Economy #Fiscal Policy #Unemployment #US Election #DeficitWhy we remain bears
23 Jun 2020 - Charles DumasThis blog summarises our View on our bearish views about US stock prices. Steve Blitz’s analysis of the US economy in 2020-21 shows the policy context for the November elections. But our pessimism about stock-market.
#US Economy #Covid19 #Stock Market #Bear MarketCrisis roadmap: After the false dawn
29 Apr 2020 - Oliver BrennanOne month ago we introduced our crisis roadmap as our framework to think about the evolution of the global economy, financial markets and the path of the virus over the next several months. At the time, we reckoned we.
#Eurozone #US Economy #Covid19Roadmap for US inflation
23 Apr 2020 - Steven BlitzThe near-term inflation outlook for the US economy is straightforward – there is none. Demand has collapsed, not supply, and there is no way that inflation will pick up until demand rises at least to meet supply. There.
#Inflation #US Economy