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Category: Canada & Japan
Economic Studies Series | “External Shocks,” the Business Cycle and Current Prospects “Sticky-High” Inflation, Policy Errors, and “Financial Disarray”
[private] [/private] The Program today is titled “Where Do We Go? A Compass to Understand the Economy.” Let me start then, with remarks on several questions. 1) Where Are We?—“External Shocks,” the Business Cycle and read more
DE | Anytime | Flash | Japan BOJ: Stick With Accommodative Policy- 03/18/22
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DE | U.S. and Global Economiesand Markets | Here-and-Now—Superstrong Economy and Red Hot Inflation – 3/16/22
[private] [/private] Here-and-Now—Superstrong Economy and Red Hot Inflation But Ahead? Russia/Ukraine-War Shock “Stagflation” Risk and the Fed [/private] A superstrong labor market (Feb.; release, Mar. 4) and accelerating CPI inflation (Feb.; release Mar. 10) underscored read more
DE | Sinai Economic and Market Perspectives | Side-by-Side – 02/21/22
[private] [/private] Side-by-Side Allen Sinai and Rohan Kumar Correction! Inflation, Fed, Interest Rates and Russian Risks Inflation, etc., Correction “Hot” Economy, “Hot” Labor Market, “Hot” Inflation Spell Positive Earnings and Equity Bull Market Tighter Monetary read more
DE | U.S. and Global Economy and Markets | Correction! Inflation, Fed, Russia – 2/24/22
[private] [/private] Correction—Inflation, The Fed, Rising Interest Rates, Geopolitical Risk, Inflation, Fed and Higher Interest Rates Surprisingly high CPI price inflation in January (released Thurs., Feb. 10) triggered increased uncertainty over how much Federal Reserve read more
DE | Anytime | Flash | Japan BOJ December Meeting – 12/17/21
[private] [/private] The Bank of Japan (BOJ) decided to extend fund-provisioning against loans in response to Covid-19 by six months to September 2022, mainly to support small and medium-sized firms. The Special Program to Support Financing was initially read more
DE | Flash | Anytime | Sinai’s Bulletin Commentaries – The Powell Bombshell 12/02/21
[private] [/private] Chair Powell uncharacteristically, but inevitably, in Senate Testimony this past Tuesday ahead of the FOMC Meeting on December 14-15, recognized the strong economy, high inflation that is not transitory, and rapidly falling unemployment read more
DE | Anytime | Flash | Japan’s Q3 Economy Contracted, Stimulus Package On Urgent Need – 11/14/2021
[private] [/private] Japan’s Q3 Real GDP contracted more than expected, shrinking 0.8% QoQ in the preliminary release after edging up 0.4% in Q2. It tallied an annualized 3% contraction from the prior quarter while a 1.4% growth read more
DE | Weekly | Global Markets | Two-Sided External “Shocks”—Demand-Side, Supply-Side—And Some Questions – 11/12/21
[private] [/private] What has happened Post-Pandemic is that major “Aggregate Demand” and “Supply-side” Shocks have occurred at the same time. The extent of both is one of the unexpected consequences of the COVID-19 Pandemic; particularly read more
DE | Sinai Economic and Market Perspectives | Two-Sided External “Shocks”—Demand-Side, Supply-Side—And Some Questions – 11/12/21
[private] [/private] Two-Sided External “Shocks”—Demand-Side, Supply-Side—And Some Questions – 11/12/21 Allen Sinai What has happened Post-Pandemic is that major “Aggregate Demand” and “Supply-side” Shocks have occurred at the same time. The extent of both is read more
Research Studies
DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21
[private] [/private] Seeds of A Sovereign Debt Crisis Planted Allen Sinai* The U.S. and Global economies have undergone a fiscal/debt revolution of huge import from which there will be no turning away! The main catalysts read more
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