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Why U.S. investors cannot afford to ignore China

On June 21, Carl Weinberg squared off against Gordon Chang at the New York Alternative Investment Roundtable event, “Why U.S. Investors Cannot Afford to Ignore China“:

You can download his presentation slides here:

What China Is Doing Outweighs How China Is Doing

Twitter

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Carl Weinberg
@cbweinberg

4 Feb 1489547307469127687

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

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Carl Weinberg
@cbweinberg

29 Apr 2021 1387722881749110786

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?

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High Frequency Econ
@hifreqec

9 Feb 2021 1359149562351542275

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/

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High Frequency Econ
@hifreqec

27 Jan 2021 1354440302560501762

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.

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High Frequency Econ
@hifreqec

26 Jan 2021 1354086716542492680

With the Euro Zone economy heading into a double dip, the ECB is out of options: https://www.hifreqecon.com/ecb-out-of-options/

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