Webinar: The Times Are A-Changing
Join us for our first webinar of the year, as we discuss the outlook for inflation and monetary tightening in the year to come.
Why US assets are still a ‘safe haven’
“We predict that this must affect longer-term risk assessments of investors around the world,” explains Carl Weinberg, regarding the events in Washington DC on January 6.
Click here to read.
The Capitol riot crystalizes 4 years of American decline
"The fallout from yesterday’s events caps a four-year decline in the cachet of being American," says Carl Weinberg, regarding the potential impact on investor sentiment towards the United States of the insurrection in Washington DC.
Click here to read.
Bond yields’ jump could be a big problem for stocks
Rubeela Farooqi discusses the impact of more fiscal stimulus on the outlook for the US economy in 2021.
Click here to read.
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.
Insurrection day was easier for markets than us
In this editorial, John Authers quotes HFE's comments on the January 6 events in Washington DC at length.
Click here to read.
Unemployment claims remain high as millions still struggle to find work
Brace for a massive deceleration in US payrolls in December, warns Rubeela Farooqi.
Click here to read.
New-home construction charges on
Rubeela Farooqi assesses the latest housing market data.
Click here to read.
Swiss central bank chief rejects ‘currency manipulator’ label from the U.S.
“I certainly don’t understand how declaring the Swiss to be a currency manipulator advances the interests of the United States, or makes anything better for anyone doing business, and of course there are no consequences to being labeled a currency manipulator either, so this is what the current Treasury secretary is doing, and there will be a new Treasury secretary in a few months,” says Carl Weinberg.
Click here to read.
US needs post-Covid ‘reconstruction’: HFE’s Weinberg
On Bloomberg Radio, Carl Weinberg discusses what it will take to pull the economy out of its pandemic slump.
Click here to listen.
;
Makes me queasy to see the #bankofengland hiking rates when economy is contracting & forecast to grow slow, real credit falling, claimant unemploymt high & inflation below target soon. Replay of how Fed worsened the Depression? Ask for HFE Notes today at https://tinyurl.com/2p94pmem
Amidst record U.S. profits & demand surge, Europe will report GDP decline tomorrow & still locked down. India--world's third biggest economy--faces human tragedy & economic crash. Japan's econ is stalled, Covid up. Is it time to rope U.S. optimism? Can US And China pull ROW up?
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://www.hifreqecon.com/february2021/
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.
With the Euro Zone economy heading into a double dip, the ECB is out of options: https://www.hifreqecon.com/ecb-out-of-options/