Economic Recession

Stimulus: Between a Rock and a Hard Place

Social Distancing: A Game of Two Locales

The Continuing Rise of China

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Stimulus: Between a Rock and a Hard Place

We have on hand an economic dilemma with no clear solution on hand, but it is important we consider the possible implications of our choices

$2 Trillion in Additional Stimulus: The Good and the Bad

Unless the stimulus can ultimately get workers back to producing, its benefit on the economy will be short-lived.

Fueling Inflation?

More and more stimulus and no production will only generate inflation and markets know this.

The Evolution of a Recession

The coronavirus is going to cause an economic recession, but how does one typically happen and how can it be nipped in the bud? We explain

Killing the Coronavirus Behemoth

How to kill a giant that defies normal macroeconomic stimulus is to address the incentives question directly - put a bounty on its cure.

Payroll Tax Cuts?

First, it was an aggressive interest rate cut, then a spending bill, now its payroll tax cuts. Will this latest move stop the bleeding?

Russia, OPEC, Shale Oil: How the Coronavirus is Undermining an Alliance

Russia's defection from its bromance with OPEC may have had the US shale oil in its crosshairs, but this might be good for the US economy.

The October Jobs Report: A Big Picture Perspective

There is more to be concerned about in the October Jobs report than it might have let on. An economic recession is still in the offing.

How Low Should the Federal Funds Rate Go?

Should the Fed have cut interest rates even further? Possibly, and I provide a back of envelope non technical reason for this.

Saudi Oil Attacks: An Economic Tipping Point?

Are there visions of the 1970s stagflation showing up in the US given the Saudi oil attacks over the weekend? Quite possibly!

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