Phil Suttle is the founder and principal of Suttle Economics.
Phil Suttle is the founder and principal of Suttle Economics.
By Phil Suttle January 25, 2021
In: Hive Exclusives | ESG & Climate Change
Summary The global political tide is turning towards the increased use of carbon pricing. The price mechanism is the proven, trusted way…
By Phil Suttle January 14, 2021
In: Hive Exclusives | Economics Monetary Policy & Inflation Politics UK
Summary UK relative economic performance has been very weak since the 2016 Brexit vote. Brexit’s arrival is unlikely to reverse this trend,…
By Phil Suttle November 12, 2020
In: Hive Exclusives | China & Hong Kong Economics
Summary China’s latest five-year plan is under development; these plans are relevant to investors. The growth target is likely to be 5-6%…
By Phil Suttle October 26, 2020
In: Hive Exclusives | Business & Technology China & Hong Kong
The 2020 focus has been bitcoin’s rebound and efforts to develop CBDCs In the middle, the Facebook-led effort to promote stablecoins has…
By Phil Suttle October 06, 2020
In: Hive Exclusives | Global Macro Monetary Policy & Inflation
Summary DM monetary policy was more stable in Q3 than 2020H1; balance sheet expansion slowed. If further support is needed heading into…
By Phil Suttle September 14, 2020
In: Hive Exclusives | COVID-19 Economics Emerging Markets
The response of global goods trade to the Covid-19 crisis has been relatively benign Chinese exports have recovered; the country is leading…
By Phil Suttle August 20, 2020
In: Hive Exclusives | COVID-19 Economics Emerging Markets Monetary Policy & Inflation
• Global inflation fell sharply in the early months of the Covid-19 crisis, mainly because of oil • Core inflation fell most…
By Phil Suttle July 21, 2020
In: Hive Exclusives | COVID-19 Economics Emerging Markets
The Fragile-5 recovered quickly from the capital flow shock in March, and rates have fallenThe yield decline reflects a steep markdown in…
By Phil Suttle June 29, 2020
In: Hive Exclusives | Economics Geopolitics US
The odds of a Democrat sweep in November have recently risen from 35% to about 60%. A Biden presidency would warrant lower equity prices…
By Phil Suttle April 16, 2020
In: Hive Exclusives | Economics Growth & Labour Market US
US forecasts—my own included—have shifted to project a 30%+, saar, slump in Q2. Such an extreme decline implies an awful April…
By Phil Suttle January 09, 2020
In: Hive Exclusives | Data, Models & Market Infrastructure Economics Growth & Labour Market
A tentative uptick in some cyclical indicators confirms our view that global economic growth will accelerate through the first half of this year…
By Phil Suttle November 21, 2019
In: Hive Exclusives | Monetary Policy & Inflation US
In 2019 market participants have viewed moves in inflation asymmetrically. Phases of decline, although largely noise, they treated as concerning – thinking that perhaps it’s a slide into deflation (an unlikely event historically). ..
By Phil Suttle October 03, 2019
In: Hive Exclusives | Economics Geopolitics Growth & Labour Market US
To say that Donald Trump’s unusual leadership style has been deeply polarizing is an understatement. He is the only President in US…
By Phil Suttle September 26, 2019
In: Hive Exclusives | Equities Fiscal Policy & Inequality FX Growth Monetary Policy & Inflation Rates US
The path of US interest rates has reversed sharply this year, leading to legitimate concern over whether the US is destined for Japanification. Japanese…
By Phil Suttle July 18, 2019
In: Hive Exclusives | Growth & Labour Market Monetary Policy & Inflation Rates US
What a difference seven months makes. At the end of November 2018, financial markets priced the Fed funds rate (then 2.2%) to end 2020 at about 2.7%…
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