Latest News & Insights
Webinar: The Times Are A-Changing
Join us for our first webinar of the year, as we discuss the outlook for inflation and monetary tightening in the year to come.
The worst of “inflation” is behind us
We are optimistic about price stability. Here's why...
What is inflation?
The CPI rises every time there is inflation and falls when there is deflation, but every change in the CPI is not due to inflation or deflation.
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Amidst record U.S. profits & demand surge, Europe will report GDP decline tomorrow & still locked down. India--world's third biggest economy--faces human tragedy & economic crash. Japan's econ is stalled, Covid up. Is it time to rope U.S. optimism? Can US And China pull ROW up?
Will a post-pandemic rebound, super-charged by massive monetary and fiscal stimulus, inevitably lead to runaway inflation? @cbweinberg and @RubeelaFarooqi will have the answers in our webinar today! https://www.hifreqecon.com/february2021/
Fed Chair Powell is likely to add his support to calls for more fiscal aid, rather than less, but he is unlikely to comment on the size. To avoid a further scarring, the US economy needs a bridge between March and whenever the virus can be contained.
With the Euro Zone economy heading into a double dip, the ECB is out of options: https://www.hifreqecon.com/ecb-out-of-options/
Moving Davos online this year cuts the strings that bind the discussions to European agendas, and the special WEF meeting in May moves the event into Asia time zones and spheres influence. Until Team Biden can reengage in the global policy convo, China has the stage to itself.