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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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Carl Weinberg
@cbweinberg

29 Apr 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 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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High Frequency Econ
@hifreqec

25 Jan 2021 1353719405272829960

Moving Davos online this year cuts the strings that bind the discussions to European agendas, and the special WEF meeting in May moves the event into Asia time zones and spheres influence. Until Team Biden can reengage in the global policy convo, China has the stage to itself.

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