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Category: U.K. & Eurozone
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 | 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 | 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 | 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
DE | Sinai Economic and Market Perspectives | Lots of Uncertainties—Fed Uncertainty Settled – 10/18/21
[private] [/private] Lots of Uncertainties—Fed Uncertainty Settled; Economy Picking Up; Inflation not Transitory; Debt Ceiling Lifted but Not Lifted; Govt. Outlays Settled Only Until Dec 3; No FY22 Budget; Now Earnings Allen Sinai After eight read more
DE | Weekly | U.S. Treasury Yield Forecasts – 09/29/21
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DE | Weekly | U.S. Treasury Yield Forecasts – 09/22/21
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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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