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.
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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.
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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.
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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.
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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.
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Unemployment claims remain high as millions still struggle to find work
Brace for a massive deceleration in US payrolls in December, warns Rubeela Farooqi.
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New-home construction charges on
Rubeela Farooqi assesses the latest housing market data.
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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.
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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.
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