Hans Parisis



Nov 20, 2018
The underlying figures signal weakness in the construction pipeline.


Nov 19, 2018
This may all be “art of the deal” negotiation, but the “art of the deal” is starting to look really difficult to decipher.


Nov 16, 2018
Financial markets tend not to price in extreme tail-risks, but they might start trying to work out whether more tensions with North Korea will affect U.S. trade relations with China, for example might it increase the chances of a “handshake deal” at the G-20 gathering at the end of this month.


Nov 15, 2018
Under today’s U.S. economic circumstances, the Fed would be “loco” not to be raising rates with the “real” cost of borrowing as low as it is and the U.S. economy as strong as it is.


Nov 14, 2018
Investors could do well keeping in mind that lower oil prices will reduce headline and core inflation rates, particularly in the United States.


Nov 13, 2018
The president thrives as an anti-politician defining policies as being against something, and then rallying support against that “threat.”


Nov 12, 2018
With the U.S. midterm elections out of the way, U.S. political pressure to keep oil prices lower may become less urgent.


Nov 9, 2018
Central banks are becoming almost boringly predictable, at least on the short-term monetary policy outlook.

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