The Fed and Oil: Will Heavy Rate Hikes Make the Sell-off Stick? Just Maybe [Investing.com]
https://www.investing.com/analysis/the-fed-and-oil-will-heavy-rate-hikes-make-the-selloff-stick-just-maybe-200626238
There are signs that consumer strength could be severely tested later this year, cautions Vivekanand Jayakumar, associate professor of economics at the University of Tampa.
“If household spending starts to buckle in the second half of 2022, the consequences for the broader economy will be enormous,” Jayakumar said in an op-ed that appeared earlier this month on The Hill, adding:
“In fact, if this most significant of all economic engines were to stall, the prospect for a US recession in 2023 will rise sharply.”
Will EU’s hawks kill off free trade with Asia? [Asia Times]
https://asiatimes.com/2022/04/will-eus-hawks-kill-off-free-trade-with-asia/
Vivekanand Jayakumar, an associate professor of economics at the University of Tampa, argued last month: “Following the peak of the recent globalization wave, we are now entering the de-globalization phase.”
‘Weaponisation’ to undermine dollar’s status as reserve currency [Khaleej Times]
https://www.zawya.com/en/special-coverage/russia-ukraine-crisis/weaponisation-to-undermine-dollars-status-as-reserve-currency-xybkge21
“Given the emergence of the China-Russia alliance, and, considering China’s continuing rise as an economic and military power, we cannot underestimate the future risk to the dollar’s global status. Strengthening US alliances with emerging powers (like India and Brazil) and establishing closer ties with the African continent will be essential for the West as we enter a new era of geopolitical competition,” argues Vivekanand Jayakumar, an associate professor of economics at the University of Tampa.
https://www.investing.com/analysis/the-fed-and-oil-will-heavy-rate-hikes-make-the-selloff-stick-just-maybe-200626238
There are signs that consumer strength could be severely tested later this year, cautions Vivekanand Jayakumar, associate professor of economics at the University of Tampa.
“If household spending starts to buckle in the second half of 2022, the consequences for the broader economy will be enormous,” Jayakumar said in an op-ed that appeared earlier this month on The Hill, adding:
“In fact, if this most significant of all economic engines were to stall, the prospect for a US recession in 2023 will rise sharply.”
Will EU’s hawks kill off free trade with Asia? [Asia Times]
https://asiatimes.com/2022/04/will-eus-hawks-kill-off-free-trade-with-asia/
Vivekanand Jayakumar, an associate professor of economics at the University of Tampa, argued last month: “Following the peak of the recent globalization wave, we are now entering the de-globalization phase.”
‘Weaponisation’ to undermine dollar’s status as reserve currency [Khaleej Times]
https://www.zawya.com/en/special-coverage/russia-ukraine-crisis/weaponisation-to-undermine-dollars-status-as-reserve-currency-xybkge21
“Given the emergence of the China-Russia alliance, and, considering China’s continuing rise as an economic and military power, we cannot underestimate the future risk to the dollar’s global status. Strengthening US alliances with emerging powers (like India and Brazil) and establishing closer ties with the African continent will be essential for the West as we enter a new era of geopolitical competition,” argues Vivekanand Jayakumar, an associate professor of economics at the University of Tampa.
https://www.cbc.ca/news/business/jobs-business-subsidies-column-don-pittis-1.6129604
A flood of fiscal stimulus and low interest rates is already causing dangerous distortions in the economy that could lead to a combination of slow growth and high inflation, warned U.S. economist Vivekanand Jayakumar, writing this week for the political website The Hill.
"Additional stimulus risks tipping the U.S. into a stagflationary trap, characterized by a slowdown in growth (driven by constrained supply) and surging price levels," said Jayakumar.
https://internationalbanker.com/brokerage/the-curious-case-of-low-bond-yields/
“The ongoing build-up in pricing pressure is likely to persist into 2022 and beyond as widespread supply constraints crimp productive capacity worldwide even as global demand remains robust,” Vivekanand Jayakumar, associate professor of economics at the University of Tampa, recently opined in The Hill. “Furthermore, many of the structural forces (globalization and the emergence of international supply chains centered around China; technological changes that led to the growth of e-commerce and increased price competition; and demographic shifts that saw a dramatic rise in the global working-age population) that kept a lid on inflation over the past three decades may now be starting to work in the opposite direction and leading us into an era of higher trend inflation.”