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Market-driven tools for asset allocation and strategic investment
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The Markets Message
"Although gold is unmatched by any other commodity as a leading indicator of inflation, its spot price can also be affected dramatically by safe-haven capital flows. The inflation signal can be purified by monitoring how gold is priced in forward markets."
Interest-Rate Outlook – 8/22
~ R. David Ranson, President
and Director of Research
HCWE & Co.

Publication Highlights as of September 1, 2022

Market-Driven Tools for Asset Allocation  Interest-Rate Outlook
Why gold is not presently serving as an inflation hedge
Although gold is unmatched by any other commodity as a leading indicator of inflation, its spot price can also be affected dramatically by safe-haven capital flows. The inflation signal can be purified by monitoring how gold is priced in forward markets.
Market-Driven Tools for Asset Allocation  International Forecaster
What emerging-world currency instability teaches about inflation
The emerging world is a laboratory for economic policy. The cost of living rises in proportion to currency depreciation --- approximately in the short run, but very precisely in the long. Currency movements occur first, followed by consumer prices a few months later. The more unstable the currency, the quicker inflation ensues.
Market-Driven Tools for Asset Allocation  Fixed-Income Barometer
"Market forecasts" for the coming twelve months as of September 1, 2022
Market-Driven Tools for Asset Allocation  International Barometer
"Market forecasts" for the coming twelve months as of September 1, 2022
Market-Driven Tools for Asset Allocation  Sector Watch
"Market forecasts" for the coming twelve months as of September 1, 2022
Market-Driven Tools for Asset Allocation  Webcast Summary
Inflation, Commodity Markets, and Energy Investments
Contrary to popular belief, increasing energy prices are not a wild card that boosts inflation and retards economic growth. Largely, they are a painful consequence of inflation, or a natural consequence of growth -- and sometimes both.

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HCWE In the News

Wainwright in the news
bullet New! Explaining, Diagnosing, Predicting and Curbing Inflation, CFA Stamford Webinar, 9/8/2022 - key: $b1Dt!.d Watch
bullet Interview Josh Jalinski, The Financial Quarterback, WABC 10/2/2021 Listen
bullet Expect Inflation To Surge In Japan, But Fall In The UK, S. Constable, Forbes.com, 7/30/2021 Read
bullet Interview with Charles Heller, Podcast, Liberty Watch Radio, KVOI, Tucson 4/4/2021 Listen
bullet DOES GOVERNMENT “STIMULUS” REALLY STIMULATE?, The Beacon, Independent Institute, 3/30/2021 Read
bullet Will Higher Inflation Lift Bond Yields? Maybe Not, S. Constable, Forbes.com, 12/30/2020 Read
bullet How Did Forecasters Get the Pandemic Economy So Wrong?, The Beacon, Independent Institute, 12/1/2020 Read

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