Markets Forecasting Markets

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Market-driven tools for asset allocation and strategic investment


The Markets Message

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,
President and
Director of Research,
HCWE & Co.


Highlights from Recent Publications

Authorized users can view recent publications by signing in and visiting the Archives

Market-Driven Tools for Asset Allocation  Economic and Investment Observations
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.
Market-Driven Tools for Asset Allocation  Economy Watch
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.
Market-Driven Tools for Asset Allocation  Fixed-Income Barometer
"Market forecasts" for the coming twelve months as of 08/20/2023
Market-Driven Tools for Asset Allocation  Economic Barometer
"Market forecasts" for the coming twelve months as of 07/27/2023
Market-Driven Tools for Asset Allocation  Sector Watch
"Market forecasts" for the coming twelve months as of 08/17/2023
Market-Driven Tools for Asset Allocation  Synopsis
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.
Market-Driven Tools for Asset Allocation  HCWE Webcast
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.

Get the stories behind the headlines! Contact HCWE & Co. at +1(978)468-4575
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HCWE In the News

Wainwright in the news
bullet New! What's Really Driving Inflation? It Ain't The Federal Reserve, S. Constable, Forbes.com, 8/28/23 Read
bullet New! What G.D.P.'s Cousin Can Tell Us About the Economy, P. Coy, New York Times, 8/8/23 Read
bullet How The Government Is Making The Silicon Valley Bank Crisis Worse, S. Constable, Forbes.com, 4/23/23 Read
bullet Why It's So Hard to Stop Inflation, Virtual Presentation, CFA Switzarland, 2/9/2023 Watch
bullet Norm Reversion for Oil Indicates Less-Than-Transitory Inflation, Opinion, Real Clear Markets, 3/6/2023 Read
bullet The Fed's Dim Chances - Podcast, The Independent Research Forum, 1/30/2023 [Play]
bullet Will Federal Reserve Rate Hikes Pull Down Inflation?, S. Constable, Forbes.com, 12/27/2022 Read
bullet Recession Still Nowhere To Be Seen, S. Constable, Forbes.com, 12/19/2022 Read
bullet Inflation Is About the Quality of Money, Not Quantity, David Ranson, Barron's - Economy & Policy, 11/25/22 Read

[more]