CFE Analysis | Macro

Dodging Bullets and Healing at a Quickening Pace

CFE and SPF Comparison   Real GDP Unemployment Nonfarm Payrolls   SPF Median CFE SPF Median CFE SPF Median CFE 2013Q2 1.8 2.6 7.6 7.5 179 196 2013Q3 2.3 2.6 7.5 7.3 143 198 2013Q4 2.7 3.0 7.4 7.1 173 199 2014Q1 2.5 3.0 7.3 7.1 179 203 2014Q2 3.2 3.0 7.2 6.8 185 209 […]

CFE Analysis | Macro

Storm tracking in the Mediterranean

 “A Euro in Cyprus is not the same as a Euro elsewhere”…Olivier Jeanne. A debt crisis in the island nation of Cyprus threatened to blow into Europe as a full-blown financial hurricane this spring. How could trouble in such a small economy pose so much risk – and what do the EU’s stumbling efforts to […]

CFE Analysis | Macro

The US Fiscal Situation: the good, the bad and the ugly

CFE Advisory Board Member and Chief Global Economist at Deutsche Asset and Wealth Management, Josh Feinman, wrote the following commentary on the current US fiscal situation: Deficits and debt, government spending and taxes: few issues command so much attention, and generate such heated debate.  It’s little wonder; virtually everyone has a stake in the outcome, and much […]

CFE Analysis | Macro

Japan: Changing Course?

CFE Advisory Board Member and Chief Global Economist at Deutsche Asset and Wealth Management, Josh Feinman, wrote the following commentary on the current US fiscal situation: Japan: changing course?  For years, Japan has languished in the background of the global economy and financial markets, more a follower than a leader of key trends. Although it […]

CFE Analysis

Is your online reputation hurting your chances of securing the internship or job of your dreams?

The JHU Career Center invites you to join Charles Clarvit ’78, University Trustee and CEO of Vinci Partners-US and Patrick Ambron, Co-founder & CEO, BrandYourself.com As they share how to monitor, optimize, and protect your online reputation through BrandYourself.com. Patrick will also discuss developing and launching BrandYourself from his firsthand experience as an entrepreneur. While this […]

CFE Analysis | Finance

Another Minsky Moment?

Bloomberg Magazine asked CFE Co-Director Bob Barbera if the current low level of the VIX and high hedge fund leverage meant that the economy was on the brink of another Minsky moment.  Here is his reply. The late economist Hyman Minsky brilliantly documented that attitudes toward risk taking evolve in a predictable pattern over the […]

CFE Analysis | Macro

A Day Late and a Euro Short

Discussion by CFE co-directors Bob Barbera and Jonathan Wright with Olivier Jeanne and Nicolas  Jabko on the unfolding situation in Europe, featured in the JHU Online Arts and Sciences magazine. http://krieger2.jhu.edu/magazine/2012/07/a-day-late-and-a-euro-short/

CFE Analysis | Macro

Commentary on the Euro Crisis

The crisis in Europe has been escalating for three years and has now turned into a bank run. Europe is facing the possibility of a currency breakup and/or entering into a continent-wide Depression. European institutions are in a dangerous stalemate and till now have consistently been way behind the curve. Bob Barbera and Jonathan Wright, co-directors of CFE, take to the electronic airwaves in this piece, offering their expertise, keen insights, and unconventional wisdom in helping us understand the financial crisis in Europe.

CFE Analysis | Macro

Blanchard on the IMF's Outlook

The annual IMF meetings are getting underway and this morning IMF Chief Economist Olivier Blanchard discussed the latest World Economic Outlook (WEO) being released by the Fund. Blanchard is always worth a listen. In this case, sadly, the quick version is this: currently bleak, sources of problems not getting better. This report is of particular […]