Daily Analysis and Assessment of the Global Economy

High Frequency Economics was established in 1988 to provide institutional investors with independent analysis of the global markets.

Our comprehensive economic research is read by investors, traders, speculators and analysts at 250 institutions in over 20 countries worldwide.

Our team is headed by well-known and respected economists Dr. Carl Weinberg and Dr. Ian Shepherdson.

To learn more about what we do, check out a sample of our analysis:

Daily Notes on the Global Economy (PDF)

Weekly Notes on the Global Economy (PDF)

Weekly Notes on China's Economy (PDF)

Daily Notes on the United States (PDF)

Snapshots on the United States (PDF)

HFE Daily Updates are now available in a Blackberry-friendly edition.
You can also enjoy the graphics-rich edition of our Notes on your iPhone.


Shepherdson Named Forecaster of the Month for May

MarketWatch has once again named Ian Shepherdson forecaster of the month. MarketWatch bases its selection on a survey of 44 economists. This is Shepherdson's fourth win since the contest began in 2003.

Shepherdson's gloomy outlook for the U.S. economy is based on his assessment that the current downturn is being led by the consumer, not the corporate sector. "Companies correct quickly and painfully," he said. "Consumers correct slowly and painfully."

Shepherdson is not worried about inflation, despite the rise in food and energy prices, because wage gains are stable. He therefore argues that a Fed rate hike would be "reckless," and would "trash the economy."

Click here to view the complete article and learn more about Dr. Shepherdson's economic outlook.


Cheaper Oil and a Stronger Buck: An Interview with Carl Weinberg in Barron's

Barron's InterviewThe March 24 edition of Barron's features an interview with Chief Economist Carl Weinberg, coinciding with High Frequency Economics' twentieth anniversary. Carl offers his forecasts for the dollar, oil prices and China's economy, among other forward-looking insights.

"We are looking at a big speculative bubble in the oil market that the fundamentals just don't support," Weinberg explains. "In my mind, it's as clear as the Nasdaq bubble in the late 1990s." As for China: "We'll probably see a slowdown... but not because the rest of the world is slowing... China has domestic reasons to cause it to slow this year."

Click here to read the entire interview.


HFE's Shepherdson Predicted Housing Market Collapse In 2005

Readers of High Frequency's U.S. Notes were warned a year in advance of the impending collapse of the U.S housing market.

In the October 17, 2005, edition of Weekly Notes on the United States, Chief U.S. Economist Ian Shepherdson wrote that his outlook for an economic slowdown and eventual recession was "substantially driven by the idea that the housing market will finally fall apart" beginning in the spring of 2007. Shepherdson outlined how a vicious cycle of rising real mortgage rates and mounting inventories would lead to a meltdown.

Click here to read this edition of U.S. Notes in its entirety.