How do you fix the inflation problem in Argentina?

Tom Keene seeks "Foundational Weinberg Analysis" on Argentina's debt crisis.
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The trade war playbook

Carl Weinberg shares some of his insights on the U.S.-China trade war with Tom Keene on Bloomberg Surveillance.
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Tariffs, jobs and debt, oh my

The already high likelihood of a September Fed easing as risen further, says Jim O'Sullivan.
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U.S. labor market stayed on track in July

Despite deepening drag from trade, the U.S. economy is still growing solidly, concludes Jim O'Sullivan.
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The markets are overreacting to trade fears

Jim O'Sullivan discusses the latest round of U.S. tariffs against China.
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U.S. new home sales picked up in June

Jim O'Sullivan finds that though volatile, the U.S. housing market is still strong.
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Johnson jitters for sterling

It's going to take a "bold stroke" by the ECB to satisfy markets and make a real difference to the Euro Zone economy, says Carl Weinberg.
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Get the most out of HFE on Bloomberg

Some tips from our in-house Bloomberg expert on how to leverage the platform to access HFE research.

Could a second straight quarter of falling earnings signal a possible recession?

Even a sharp drop in U.S. second quarter earnings does not mean a recession will follow, explains Jim O'Sullivan.
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Stocks eke out another round of records

“For serious China watchers, the GDP headline is not very important," explains Carl Weinberg.
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Twitter

China’s global exports were up 10.3% year-over-year in July. There is nothing wrong with that. The trade war with the U.S. dents China’s GDP growth but it does not torpedo it.

Could Britain’s yield curve be the next to go negative? The possibility is hard to ignore when 10-year yields halve in three months. Add financial instability to the risks facing a #Brexit-bound economy.

Euro Zone GDP is on the verge of contracting because an undercapitalized banking system can’t lend the excess liquidity created by the ECB. Negative yields pose a new challenge: There are no good loans to write at negative interest rates!

HFE expects a big deviation from consensus in Q2 U.S. productivity and labor costs data tomorrow—also big revisions to Q1. Productivity: 1.7% after 1.7% in Q1—revised down from 2.4%. Unit labor costs: 2.6% after 1.6% in Q1—revised up from -0.8% (four-quarter change basis).

Did you catch Carl Weinberg's insights on the U.S.-China trade war on @bsurveillance with @tomkeene ? https://t.co/mQmZXzCJQH