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![]() 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. |
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Fiscal helicopters, market expectations, and inflation - 08/17/2023 |
Stanford's John Cochrane points out that Washington's profligate spending is a more logical and more plausible explanation for the inflation surge than the popular theories that circulate in the media. |
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A clearer picture of the economy than is available from Washington - 07/31/2023 |
Bullish "nowcasts" and other extrapolations of recent real GDP might be leading optimists astray. When the actual data are disaggregated to a monthly frequency, the picture looks very different. |
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"Market forecasts" for the coming twelve months as of 08/20/2023 |
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"Market forecasts" for the coming twelve months as of 07/27/2023 |
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"Market forecasts" for the coming twelve months as of 08/17/2023 |
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Briefing Points on the Global Market Outlook, July 2023 - 07/31/2023 |
Output in the US and the Western world has ceased to grow, as could have been anticipated by extrapolating monthly real GDP recovery curves from the pandemic. What threatens the future is not recession, which is a disequilibrium in the process of being rectified, but a lasting no-growth equilibrium. |
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The Hidden Impact Of Energy Prices On Inflation and Stock Prices - 08/29/2023 |
It's easy to under-appreciate the influence that energy, notably crude oil, has on price indexes, in the short term. But it's massive. To bring about another inflation surge it would take no more than a partial recovery from recently depressed oil prices. |
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