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Market-driven tools for asset allocation and strategic investment
 HCWE supports the institutional investment community in formulating investment strategies through intelligent use of market data and superior understanding of how markets have behaved over time. Markets forecast Markets! With many decades in the business of capital-market analysis and reporting, HCWE remains one of the most dependable resources for innovative research designed specifically for the institutional investor. We distribute our research findings in a variety of periodic reports with telephone and video conferences and occasional on-site briefings. Find out how HCWE Insight can work for you. Contact us at: +1(978)468-4575 or send us a message. |
 R. David Ranson, |
Authorized users can view recent publications by signing in and visiting the Archives
 Interest-Rate Outlook |
| Twelve-month "market forecasts" of junk-bond returns - 02/28/2025 |
| As with equities, the power of oil and forward gold prices by themselves to anticipate the performance of junk-bond markets is unexpectedly also quite strong. On that basis, "market forecasts" for the coming month are strong. |
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Economy Watch |
| To anticipate inflation, watch the price of oil - 01/29/2025 |
| Since December there has been a large uplift in the price of oil, although it has fallen back since mid-January. Whether or not it lasts, the impact on reported inflation in the near future will cause policymakers much grief. |
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International Forecaster |
| Digging deeper into the trade deficit and the economics of tariffs - 02/26/2025 |
| Far from a sign of economic weakness, the trade deficit is actually a symptom of economic growth. And tariffs weaken the economy rather than strengthening it or creating inflation. |
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Fixed-Income Barometer |
| "Market forecasts" for the coming twelve months as of 02/26/2025 |
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Economic Barometer |
| "Market forecasts" for the coming twelve months as of 01/31/2025 |
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Equity-Market Barometer |
| "Market forecasts" for the coming twelve months as of 03/17/2025 |
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Sector Watch |
| "Market forecasts" for the coming twelve months as of 02/28/2025 |
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Graphic Insights |
| Using oil and gold prices to anticipate the performance of stock-market styles - 03/19/2025 |
| HCWE research has recently uncovered a surprising link between equity-market performance and changes in the price of crude oil one year in advance. |
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Synopsis |
| Highlights: - 01/31/2025 |
| Washington's change of administration inserts many uncertainties into the economic and capital-markets picture as 2025 begins. But the baseline outlook is determined in large part by the policies of the past couple of years, boosted by rapid technological advances and by capital inflows from more distressed parts of the world. The inflation picture has been held down by a depression in global oil prices due partly to sustained geopolitical risk in Europe and the Middle East, as risk motivates capital to move into safe-haven assets at the expense of risky assets. But as 2025 opened, the price of oil rose dramatically, sparking an imminent surge in inflation. |
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HCWE Webcast |
| Debunking Widespread Myths Around Economic Policy - 02/19/2025 |
| A virtual presentation for CFA Society of Stamford, February 11, 2025 |
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