Hatzius (Klopp) | Sahm | Sentiment & AI productivity
Recent advancements in AI are unlikely to lead to significant productivity gains anytime soon
Outlook 2024 | ‘Dodgy Dave’ returns | Russia-Ukraine | Israel-Hamas
Goldman Sachs anchor expectations for 2024
Argentina | There Is No Promised Land Without a Season in the Desert
Download Editorial The Argentine economy accumulates many important problems. It has negative net reserves, Soviet exchange restrictions, an overappreciated exchange rate, 12 months without growth, inflation that has a floor of 180% for this year, and more than 40% of peop… Become a member to read the rest of this article Username or E-mail […]
US Economy | Sahm Rule | A better recession indicator?
We a give brief background introduction to the Sahm Rule and examine whether claims of superior predictive powers in forecasting a recession are well founded
BoJ | Alan Brazil | Higher for longer
And Brent Donnelly on JPY
Higher For Longer–BOJ Hikes
BOJ Has Not Hiked Rates To Fight Inflation Being At 30-yr Highs Or Yen Depreciation At 30-year Lows
Argentina | A Model With Holes Everywhere
Download Editorial: A Model With Holes Everywhere October’s preliminary numbers likely tell the story of a slowdown in prices. Inflation has probably moved between 9 and 10%. In the last quarter, prices rose around 38-39% while the exchange rate rose 26.5%, which marks an … Become a member to read the rest of this […]
Hizbollah | US Jobs | What Makes A Good Trade?
What makes a good trade? Empty words all round
US Economy | Inflation | Thoughts & outlook
Despite stronger economic data, most companies still expect a recession and may be forced to pay up for workers
Argentina | EconViews Base Scenario- October 2023
Download Dear clients and friends,We share with you our report “Base Scenario Econviews” that includes projections of the main macroeconomic variables until 2025. We hope you find it useful. For questions or comments about this report, please contact Andrés Borenstein. Best r… Become a member to read the rest of this article