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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·

9 Feb

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://t.co/rh0eLJggSX

hifreqecHigh Frequency Econ@hifreqec·

27 Jan

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.

hifreqecHigh Frequency Econ@hifreqec·

26 Jan

With the Euro Zone economy heading into a double dip, the ECB is out of options: https://t.co/ythvVjk8Uw

hifreqecHigh Frequency Econ@hifreqec·

25 Jan

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.

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.

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