According to Carl Weinberg, a bond with a negative yield is worth less than “a bag of dirt in your basement.”
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Category Archives: News
China says tariffs will come down if trade deal reached with U.S.
Carl Weinberg warns not to celebrate a U.S.-China trade deal until one is actually signed and sealed.
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Things aren’t looking great for China’s economy
“It seems to us that in a world where average GDP growth is barely over 3%, China’s growth rate of 6% is not too shabby,” says Carl Weinberg.
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How do you fix the inflation problem in Argentina?
Tom Keene seeks “Foundational Weinberg Analysis” on Argentina’s debt crisis.
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The trade war playbook
Carl Weinberg shares some of his insights on the U.S.-China trade war with Tom Keene on Bloomberg Surveillance.
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Tariffs, jobs and debt, oh my
The already high likelihood of a September Fed easing as risen further, says Jim O’Sullivan.
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U.S. labor market stayed on track in July
Despite deepening drag from trade, the U.S. economy is still growing solidly, concludes Jim O’Sullivan.
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The markets are overreacting to trade fears
Jim O’Sullivan discusses the latest round of U.S. tariffs against China.
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U.S. new home sales picked up in June
Jim O’Sullivan finds that though volatile, the U.S. housing market is still strong.
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Johnson jitters for sterling
It’s going to take a “bold stroke” by the ECB to satisfy markets and make a real difference to the Euro Zone economy, says Carl Weinberg.
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