Over the coming few weeks, alongside the regular coverage of the Center’s polls and other news, On Global Markets will be reporting on the discussions held at the Economic Experts Conference 9/10 October. Most of those sessions were held under the Chatham House Rule. The 2010s feel like a long time ago. In economic terms […] The post The Economics – and Politics – of Inflation: Part One appeared first on Clark Center Forum.| Clark Center Forum
Over the coming few weeks, alongside the regular coverage of the Center’s polls and other news, On Global Markets will be reporting on the discussions held at the Economic Experts Conference 9/10 October. Most of those sessions were held under the Chatham House Rule. It has been three and a half years since Russia launched […] The post War and Sanctions appeared first on Clark Center Forum.| Clark Center Forum
Over the coming few weeks, alongside the regular coverage of the Center’s polls and other news, On Global Markets will be reporting on the discussions held at the Economic Experts Conference 9/10 October. Most of those sessions were held under the Chatham House Rule, but the fireside chat on the BLS was not. While the […] The post The State of the BLS. And Things to Watch Our For. appeared first on Clark Center Forum.| Clark Center Forum
If the United States government were an asset manager, one could imagine it adopting quite a smug and self-satisfied tone when it penned its latest monthly update for investors. As CNBC reported yesterday, the government’s chunky 10% stake in Intel, acquired in late August, is comfortably in the black. Shares of U.S. chipmaker Intel climbed […] The post Government as Owner appeared first on Clark Center Forum.| Clark Center Forum
Chairman Powell’s much anticipated remarks took financial markets by surprise last week. Judging by the rapid price movements after his comments hit the tape, traders had been expecting less decisive steer on the direction of interest rates.| Clark Center Forum
A couple of months ago, your columnist noted that the US economy was living in the pause; the 90-day period during which the Liberation Day tariffs had been suspended, but during which it was unclear exactly what would come afterwards. It seemed unlikely that the Federal Reserve would move policy until greater clarity on trade policy emerged.| Clark Center Forum
The latest non-farm payrolls data from the Bureau of Labor Statistics (BLS) was clearly not received well in the White House. Unusually large back revisions to the figures for June and May suggest that the jobs market has slowed more sharply than originally believed over the last three months. President Trump’s response was to immediately fire the head of the BLS.| Clark Center Forum