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2000
Jan 21 Lower inflation in 2000? Yes.
Jan 14 Are credit demands too high? Not relative to GDP.
Jan 07 Is Japan's recovery faltering?
Yes, but government spending should keep it going.
1999
Dec 09 Bond Yields Up or Down? Down in our low-inflation scenario for 2000.
Nov 11 Is stronger global growth reviving inflaton? No.
Oct 06 Are credit demands excessive? Yes, in private sector.
Sep 22 Where's inflation? In the energy sector.
Sep 15 Is Japan's recovery sustainable? Probably, but it is likely to be slow.
Aug 20 Where are oil prices headed? Nowhere for awhile.
Aug 02 Are wage pressures heating up? No.
Jul 28 Where in the world is inflation? We can't find it.
Jul 21 Any signs of reflation? Very few.
Jul 13 Recovery in Japan? It's hit bottom, but the recovery is likely to be slow.
Jul 01 Borrowing binge? Not relative to GDP.
Jun 18 Is the global credit crunch over? It is for now.
Jun 01 Higher inflation? We don't think so.
May 17 Are bond yields heading higher or lower? Lower.
May 10 Upturn in global demand? Not based on US exports.
Apr 30 Worker backlash? No sign of one.
Apr 26 Excess capacity? Plenty.
Apr 19 Deflation in 2000? Yes.
Apr 12 Profits recession? It's here.
Apr 01 On the edge of global deflation? Yes.
Mar 26 Will recent oil price rebound stick? Probably not.
Mar 19 Is there a borrowing binge? No.
Mar 12 Global credit crunch? Yes.
Feb 22 Recession in Europe? Probably, later this year.
Feb 08 Prosperity forever? Well, maybe two more quarters.
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