The Weekly Brief
-
Europe in Stagflation
With inflation forecasts rising and growth forecasts falling in Europe, we can expect the ECB to keep rates elevated.
-
Recession Probability
Risks of a recession remain elevated in the US, UK, and Europe according to the consensus view.
-
Employment Keeps Slowing
There continues to be downside risks from the Fed hiking rates, including the continued slowdown in employment growth.
-
Weekly Brief Returns After Labor Day
The Weekly Brief with our Chief Economist Torsten Slok is taking a summer break during the month of August. We will be back with our original programming after Labor Day on September 11, 2023. For daily economic commentary in the meantime, read the Daily Spark blog.
-
Japan Policy Shift
The Bank of Japan has signaled that it will exit yield curve control. We explore the potential implications of this policy change.
-
Higher Jobless Claims
Several leading indicators reveal that jobless claims are on the rise. Learn more in the Weekly Brief.
-
Retail Sales Slowing
Weekly data for retail sales has seen a steady decline since the Fed started raising interest rates. We take a closer look in the Weekly Brief.
-
Gradual Cooling
The slowdown continues, but it’s not happening as quickly as the Fed would like. Learn more in the Weekly Brief.
-
Lower Long Rates?
For the first time in 20 years, the consensus is predicting that long rates will fall. We explore why in the Weekly Brief.
