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GDP: Investment Hesitation?
Second-quarter GDP grows an in-line 1.5% (Consensus: +1.4%; Decision Economics: +1.6%) with no gross surprises in the demand-side breakdown. However, Fed doves may see a further nudge towards easing.[private] US_12-0727_E1[/private]
Eurozone: ECB Puts Itself Back in the Spotlight
[private]Recent comments from the ECB hierarchy, but particularly a speech from President Draghi, have put the central bank very much in the market spotlight.Eurozone: ECB Puts Itself Back in the Spotlight[/private]
7/27 The Morning Briefing
[private]Equities: Europe Flat, Asia Higher. Bonds: Europe Mixed, Japan Lower. Currencies: Stronger Yen. Germany: Consumer Price Inflation Eases Further? Spain: Jobless Rate Hits New High. China: Business Confidence Revised Higher.(DE) 7/27 The Morning Briefing – read more
Sinai’s Equity Market Conference Call – 12/12/11
[private][private] The Equity Market at Yearend and a Look Ahead – Tough Equity Market Year: U.S. and Global – Macro “Shocks” and Macro “Risks” a Big Reason – The U.S. and Global Economic Sweep and read more
12/2 The Morning Briefing
[private]Equities: Largely higher and clearly so. Bonds: Europe mixed, Japan higher. Currencies: Little change (again). Japan: Further capex setback.(DE) 12/2 The Morning Briefing – North American Edition[/private]
Forecast Calendars: EMG
[private]11-25emg[/private]
Forecast Calendars: Japan and Canada
[private][private]11-18jap 11-18can[/private][/private]
10/18 The Morning Briefing
[private]Equities: Mostly lower. Bonds: Mixed. Currencies: Weaker euro. Germany: More broad weakness in ZEW. United Kingdom: Inflation peaks? China: Growth moderates slightly. China: Output growth rebounds, investment growth slows slightly. Australia: Minutes show downward revision read more
Sinai’s Employment Conference Call – 10/7/11
[private][private]Jobs or Joblessness, Recession or Growth, Policy Dead Ends, and the Markets Jobs and Unemployment—The Early Autumn Messages Economy Prospect, Risks, and Odds Disconnect Between Economy and Jobs? Fed and “Washington” Policy Implications Financial read more
10/7 The Morning Briefing
[private]Equities: Asia higher, Europe slips back. Bonds: Mixed Currencies: Little change. ECB (Thursday): Rate cut possibility kept very much alive. United Kingdom (Thursday): Aggressive BoE action. Germany: Industrial production still firm. France: Exports surge. Japan: 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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