China will have no problem replacing tariffed imports of U.S. oil and petroleum products, says Carl Weinberg: “U.S. producers will have to scramble to find new customers.”
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Category Archives: News
Markets are in a mid-cycle ‘twilight zone’
Jim O’Sullivan discusses his expectations for Fed tightening on Squawk Box.
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U.S. trade gap narrowed in May
Jim O’Sullivan observes that a smaller trade gap may encourage U.S. trade warmongering. “We almost need a little bit of a scare to force negotiations,” he says.
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Why U.S. investors cannot afford to ignore China
Carl Weinberg squared off against Gordon Chang at the New York Alternative Investment Roundtable event, “Why U.S. Investors Cannot Afford to Ignore China.”
2-year Treasury yield sees largest monthly fall since Brexit
“Markets are pricing in too little tightening, and yields will eventually go higher,” says Jim O’Sullivan.
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U.S. consumer spending strengthened further in April
Jim O’Sullivan says the jump in consumer spending in April supports the outlook for a pickup U.S. economic growth in second quarter after a slow Q1.
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Chance of recession in the next two years?
“Fiscal stimulus is a terrible idea” at this stage in the U.S. economic cycle, says Jim O’Sullivan.
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‘Secular stagnation’ thesis is catching on
Carl Weinberg is willing to call the past decade of sluggish growth a “depression.”
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Webinar: Q1 slowdown—blip or new trend?
HFE clients are invited to join us Wednesday, May 16, for this in-depth assessment of the global economy and markets, followed by a question and answer session.
With Eurozone economy wavering, E.C.B. leaves policy unchanged
“It would take a bold central bank to tighten monetary conditions when the economy is contracting, or even just slowing,” says Carl Weinberg.
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