Latest News & Insights
HFE Global Webinar
Join us as Carl Weinberg and Jim O'Sullivan discuss the road ahead for the U.S. and global economies.
Fed likely to keep tightening
We continue to forecast no let-up from the Fed’s quarter-point-per-quarter tightening pace any time soon.
The meaning of negative interest rates
Yields on 10-year JGBs and Bunds are approaching zero. But the meaning of near-negative interest rates is different in Japan than in Germany.
10% tariffs on $200B imports won’t have much impact on total CPI, as $20B extra cost = just 0.1% of $20T GDP, but tariffs on individual items will be visible, as evidenced by the jump in laundry equip prices in CPI after a 20% tariff was put on washing machines earlier this year.
Re the repatriations, Fed economists wrote a paper recently based on data through Q1.
https://t.co/WUWfAl72gN
Repatriation of foreign earnings was still elevated in Q2, but it was down from Q1 -- per the data released by the BEA this morn. $170B in Q2 after $295B in Q1 and $39B per quarter on avg in 2017.
HFE's @cbweinberg quoted in @nytimes today about the indifference of markets regarding the escalating trade war between the United States and China https://t.co/QXsRuysqhu
