Policy
BoC: Focus On Inflation Expectations…
US: Inflation Is A Lagging Indicator…
A falling stock market and sticky bond yields represent the worst of both worlds for investors. We interrogate why bond yields haven’t dropped more given the large selloff seen in equities.
Key Takeaways From The National People’s Congress…
How Could A President Cause A Recession…
China’s Deflationary Pressures Remain Strong…
Colombia: Bet Against Market Optimism…
US Employment: Holding Up But Fraying At The Edges…
Euro Area Unemployment: More Than Meets The Eye…
The fiscal stimulus announced at this year’s National People’s Congress is only slightly larger than last year’s. Notably, the details of the measures suggest that it will be challenging for fiscal stimulus to effectively counterbalance the country’s economic difficulties this year.