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.

New York Times

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.


Unable to load Tweets