Hints and tips:
...“Reducing reliance on China is an easy soundbite for politicians, but the reality is very different,” said Erik Devetak, chief product and data officer at Xeneta....
...Adam Posen, president at Peterson Institute: Worse....
...Erik Nielsen, economic adviser to UniCredit, said it was inevitable “we are heading into a prolonged period of deglobalisation” — a process that would raise costs and prices for goods and services....
...“The post-Covid recovery will surely be significantly delayed with a clear risk that we could be heading into a period of stagflation — if not even a recession with inflation,” said Erik Nielsen, economic...
...“US retail expenditures are so high right now, especially for consumer durables,” said Erik Devetak, chief product officer at Xeneta....
...Chad Bown, senior fellow at the Peterson Institute, said US exports to China were still well short of the terms of the trade deal the two countries signed just over a year ago....
...It is a necessity,” says Adam Posen, president of the Peterson Institute....
...Adam Posen, head of the Peterson Institute for International Economics, worries that fiscal conservatives in Europe will seize on any rise in inflation or signs of waste in the programme....
...Olivier Blanchard, senior fellow at the Peterson Institute, said there was “no question in my mind that [global economic] growth will be negative” for the first six months of 2020....
...A global recession in the first half of this year is “suddenly looking like a distinct possibility”, said Erik Nielsen, chief economist at UniCredit....
...Adam Posen, president of the Peterson Institute for International Economics, cautioned that it was too early to say a recession was likely....
...In the judgment of UniCredit’s Erik Nielsen, “the numbers are really rather small and hardly worth a lot of drama”....
...Adam Posen, president of the Peterson Institute: No. The UK will be among the last, if not the last, of the high-income economies to regain its pre-pandemic size....
...Erik Nielsen, Group Chief Economist, UniCredit Nothing material in 2019....
...Brzeski, ING-DiBa 0.8 per cent Clemens Fuest, Centre for European Economic Research Mannheim 1.2 per cent Chris Williamson, Markit 0.6 per cent Dario Perkins, Lombard Street forecasts 1.3 per cent Erik...
...Annenkov, Société Générale Yes Carsten Brzeski, ING-DiBa No Chris Williamson, Markit Yes Clemens Fuest, Centre for European Economic Research Mannheim No Dario Perkins, Lombard Street forecasts No Erik...
...Erik Peterson • Les Baux-de-Provence, Switzerland How are you spending the summer? Recharging for a month in the Alpilles of Provence....
...per cent Anonymous 1.8 per cent Clemens Fuest, Centre for European Economic Research Mannheim 1.5 per cent Chris Williamson, Markit 2 per cent Dario Perkins, Lombard Street forecasts 1.6 per cent Erik...
...Erik Nielsen, group chief economist, UniCredit Significantly as the weaker pound — and higher oil prices — comes through....
...Erik Nielsen, UniCredit Predominantly dependent on the FX, and here we see a moderately stronger euro!...
...Nicolas Véron, Bruegel & Peterson Institute for International Economics Yes Philippe Legrain, London School of Economics It will have some impact, but not much....
...Erik Nielsen, UniCredit No material impact, but marginally negative, partly because sterling would likely drop significantly on big uncertainty about UK policies....
...But they are battling a scarcity of securities they can buy Erik Nielsen, UniCredit Unlikely....
...Erik Nielsen, group chief economist, UniCredit He’ll need it because of the slowdown. No short term prospect of fiscal consolidation....
...Adam Posen, president, Peterson Institute for International Economics No differently than rest of world, subjecting the world to a boom-bust in 2017-18 with bills to pay and reversal of dollar strength...
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