Results for Economy
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Too Much of a Good Thing

June 18, 2022
Forget the adage about measuring twice and cutting once. Aside from the Bank of Japan, major central banks are in a hurry to tighten financial conditions even as a cyclical slowdown weakens demand. The Federal Reserve's decision to hike by 75 bp instead of the 50 bp that it had previously guided investors and businesses to expect was primarily…
Too Much of a Good Thing Too Much of a Good Thing Reviewed by Marc Chandler on June 18, 2022 Rating: 5
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Synchronization of the Business Cycle

July 18, 2020
The pandemic has served to synchronize business cycles.  In the first instance, it was a body blow to economies.  After the first shock, it was a question of containing the outbreaks, ensuring the financial markets and bank functions have normalized to facility the economic recovery.   It appears March and April were the worst and that subsequentl…
Synchronization of the Business Cycle Synchronization of the Business Cycle Reviewed by Marc Chandler on July 18, 2020 Rating: 5
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Will PMIs Show Economies Hit Bottom? Are US-China Tensions Rising Again?

May 16, 2020
March was when the markets froze up. Many, including myself, thought closing the markets was possible as has been done during other big shocks and without jeopardizing the reputation of exchanges or officials. Central banks and governments around the world began responding in earnest to the impact of economic shutdowns the market disruptions. The …
Will PMIs Show Economies Hit Bottom? Are US-China Tensions Rising Again? Will PMIs Show Economies Hit Bottom? Are US-China Tensions Rising Again? Reviewed by Marc Chandler on May 16, 2020 Rating: 5
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Conference Call Replay

March 23, 2020
Here is the link for the replay of the conference call I hosted earlier today.  I shared two ways in which this crisis is different from what we have seen in the last generation.  Unlike the Great Financial Crisis, the tech bubble, and the S&L Crisis, the current crisis did not begin in the financial sector, but the real economy.   Also, what …
Conference Call Replay Conference Call Replay Reviewed by Marc Chandler on March 23, 2020 Rating: 5
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