20 September 2019

Erik S. Weisman

Chief economist and fixed income portfolio manager at MFS Investment Management
  • US President Donald Trump has threatened to impose a 20 percent tariff on imports from Mexico. Photo: Reuters

    Labor and capital in the age of Trump

    - Feb 22, 2017 3:25pm
    On the heels of the US presidential election, the “Trump reflation trade” buoyed equity markets as investors focused on the potentially growth-enhancing aspects of the president’s agenda, particularly infrastructure investments, tax reform and regulatory rollbacks. A...
  • Some factors that aided global growth in the past have now turned into headwinds. Photo: Bloomberg

    Global economy facing a five-finger discount

    - Jan 28, 2016 6:58pm
    Global markets lurched into 2016 on the wrong foot, leaving many investors wondering if the recent slowdown in global growth is a sign of deeper troubles ahead. And while we naturally look at the most recent data points...
  • Fed tightening cycles over the past 30 or so years are simply not a good guide to what lies ahead now. Photo: Bloomberg

    Why the Fed’s new tightening cycle is really different

    - Dec 18, 2015 3:08pm
    Now that the US Federal Reserve has raised interest rates for the first time in nine years, investors want to know how this tightening cycle might proceed and, more importantly, how markets will react. But searching past rate-hike...
  • Greeks stand in line to withdraw money from a cash machine after the government declared a bank holiday. Photo: Reuters

    How Greece will deepen Europe’s season of discontent

    - Jul 3, 2015 6:44pm
    We get asked about the stability of the eurozone and, more broadly, the European Union. Greece is most prominent in the headlines — a precarious situation that will unfold over the first few days and weeks...