HFE Webinar: Coronavirus crisis

If "lockdown to protect public health” caused 20%-plus contractions of economic activity in China, will they have the same impact on the world's largest advanced industrial economies?

Emergency webinar (REPLAY): Covid-19’s global economic impact

Join us Thursday an hour of economic theory, factual evidence and experience-based assessment of how this crisis might evolve.

Webinar Replay: Calendar changes, economic woes increase?

In the new year, the headwinds to global economic growth—trade uncertainties, rising inventories, stopped out monetary policy—are set to become even more daunting.

Rubeela Farooqi joins HFE as Chief U.S. Economist

High Frequency Economics is pleased to announced Rubeela Farooqi as our new Chief U.S. Economist. John Silvia is also joining the firm as advisor and research contributor.
Click here for details.

The 7 best bond funds for retirement savers in 2020

According to Carl Weinberg, a bond with a negative yield is worth less than "a bag of dirt in your basement."
Click here to read.

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.
Click here to read.

How do you fix the inflation problem in Argentina?

Tom Keene seeks "Foundational Weinberg Analysis" on Argentina's debt crisis.
Click here to view clip.

The trade war playbook

Carl Weinberg shares some of his insights on the U.S.-China trade war with Tom Keene on Bloomberg Surveillance.
Click here to view clip.

Tariffs, jobs and debt, oh my

The already high likelihood of a September Fed easing as risen further, says Jim O'Sullivan.
Click here to read.


We are entering a new world of deficit spending and central bank financing of it.

70% of respondents polled in HFE's webinar today expect the coronavirus to cause a drop in global GDP bigger than during the 2008-09 financial crisis.

10:30EDT Webinar: HFE has mined the hard data for coronavirus shock precedents—natural disasters, financial crises, etc—to gauge the potential impact. We'll also be analyzing the effectiveness of government and central bank policies introduced so far.

Market conditions today may be a signal that financial crisis and economic crisis have become irrevocably entangled with epidemiological crisis.

As we feel sorry for ourselves over declines in equities and our shaky financial systems, let us remember there is a place called Japan, where equity prices remain lower than they were in 1988, and where the economy languishes in a secular depression caused by depopulation.