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Dem Senate will revive infrastructure: HFE’s Weinberg

Carl Weinberg discusses US-China relations, and how the Democratic Senate win changes HFE’s outlook for the economy.

Click here to listen.

Twitter

hifreqecHigh Frequency Econ@hifreqec·

13 Jan

The US participation rate for prime-age women has been falling faster than men, and women accounted for the entire drop in payrolls in Dec: A net job loss for women of 156K was partially offset by a 16K gain for men. We're not sure what this means for investors, but we are wary.

hifreqecHigh Frequency Econ@hifreqec·

12 Jan

Our team is about to start a client webinar focusing on the changes to outlook for 2021 in light of the high-impact developments of the last few weeks. Can't join? You can request an invite to the replay...
https://t.co/gY8An2zAtP

hifreqecHigh Frequency Econ@hifreqec·

11 Jan

The last two weeks have seen a number of impactful developments, from politics to the pandemic. They have impacted our outlook for 2021 as well.
https://t.co/KKtK1aLO3A

hifreqecHigh Frequency Econ@hifreqec·

11 Jan

We are skeptical that expectations of a post-pandemic surge of inflation will be realized, but markets may mistake an oil price basis effect for inflation. https://t.co/dKAB19pC95

cbweinbergCarl Weinberg@cbweinberg·

7 Jan

Thanks to all for support for our op ed on the insurrection yesterday. I'll be talking economics, not politics, on #cnbc Squawk Box Europe tomorrow (Friday) at 08:30 London tomorrow.

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