Podcasts about high frequency economics

 Brian Levitt, of Invesco says we're likely to see a pullback in 2024. Carl Weinberg of High Frequency Economics says it's not clear what the Bank of Japan is up to. Wendy Schiller of Brown University says it looks like Donald Trump owns the Republican Party. Doug Kass, Seabreeze Partners President says he's bearish for the remainder of 2023.Zak Brown, CEO of McLaren Racing says it's awesome to see how big Formula 1 has gotten in the United States.  Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Home prices in July are expected to have slowed, with the surge in mortgage rates forcing the housing market to cool significantly. Cortland's Brad Dillman explains the outlook. Plus, the British pound is rebounding after hitting a fresh, all-time low against the dollar. High Frequency Economics' Rubeela Farooqi discusses the impact on a potential global recession. And, markets are looking to bounce back after a rough batch of trading sessions. Van Lanschot Kempen's Anneka Treon and Aureus Asset Management's Kari Firestone preview the trading day ahead.

In this Real Estate News Brief for the week ending December 25th, 2021... why consumers are feeling optimistic about the economy, the latest surge in home sales, and which investors are getting a nice pay raise.Hi, I'm Kathy Fettke and this is Real Estate News for Investors. If you like our podcast, please subscribe and leave us a review.Economic NewsWe begin with economic news from this past week and a busy Christmas holiday. There's now just one week left to the year, and economists say the economy is showing signs of strength despite the current COVID-19 surge. Last week, the number of Americans filing for unemployment benefits held steady at just over 200,000 applications. That's below pre-pandemic levels, which were averaging about 220,000 per week. The number of people already collecting checks shrank a bit, to 1.86 million, which is slightly higher than the pre-pandemic level of 1.7 million.Although the holidays could be skewing those numbers somewhat, Rubella Farooqi of High Frequency Economics feels they are heading in a good direction. She said in a MarketWatch report: “The data can be noisy during the holidays, but filings continue to trend down on strong demand for workers amid a labor shortage. The risk now is from new virus variants which are forcing businesses to voluntarily close in response to rising infections.” (1)November ended with an inflation rate of 5.7%, as the nation deals with the Covid-19 Omicron variant. That's up from 5% in October and the highest level we've seen since last summer when the Delta variant was surging. (2) But inflation doesn't appear to be impacting consumer confidence this time around. Consumer spending rose .6% in November (3) and the Conference Board's index was up several points for December.Conference Board President, Steve Odland, says consumers may feel less concern at this point, because it appears the Omicron variant is not as dangerous as Delta. He said on CNBC's Power Lunch last week: “Part of that may be simple Covid fatigue… but also Omicron is less lethal than prior versions and I think that's giving people more confidence all the way around.” (4) Real estate continues to be one of the strongest parts of the economy. New home sales hit a seven-month high in November. They were up 12.4% to a seasonally adjusted annual rate of 744,000. That's up from 662,000 in October, although that was heavily revised from about the same number we're currently getting for November. So the November number could change. But economists say the housing sector is strong with a median sales price of $417,000. That's a new record high. They are also expecting price growth to slow when the Fed starts raising interest rates next year, to control inflation. (5) Existing home sales were also strong in November. The National Association of Realtors says they were up 1.9% to a seasonally adjusted annual rate of 6.46 million. That's a 10-month high, and the third month in a row that they've increased, despite the inventory issue. NAR says inventory levels were down 13% compared to November of last year, but surveys done by Redfin.com show a rise in the number of homeowners planning to sell in the early part of next year. (6)Mortgage RatesAnd homebuyers can still get a screamingly good mortgage rate. Freddie Mac says the 30-year fixed-rate mortgage was down 7 basis points last week to 3.05%. The 15-year was down 4 basis points to 2.3%. (7)In other news making headlines…Single-Family Rental Rates Rent growth for single-family homes is turning into a generous pay raise for investors. The latest report from CoreLogic shows that rent levels were up 10.9% year-over-year in October and that vacancy rates are at 25-year lows. (8) CoreLogic economist, Molly Boesel, says it's the sixth month in a row that rent growth has hit a new high for single-family homes. She says it's rising in lock-step with higher home prices, and that: “Rent growth this October was more than three times that of a year earlier.” And last year was a good year because of the Covid migration to the suburbs and single-family homes.The metros showing the highest growth rates are Miami with a 29.7% year-over-year increase, Phoenix with a 19.3% increase, and Las Vegas with a 16.5% increase. The best rent growth has also been for higher-priced rentals. 2022 Homebuyer StrategiesHigh home prices have left many wannabee homebuyers in the rental market, but realtor.com says they are optimistic about their ability to buy a home in the coming year. The survey shows that more than a quarter of those shoppers were unable to buy a home and that many are planning new strategies for 2022. (9)Among those strategies are plans to make all-cash offers or larger down payments if possible, making offers above the asking price, and writing home seller love letters which are currently frowned upon and illegal in the state of Oregon. 22% of those surveyed say they plan on going over their budget for a home, and 13% plan to make an offer on a home they haven't seen in person.That's it for today. Check the show notes for links. And please remember to hit the subscribe button, and leave a review! You can also join RealWealth for free at newsforinvestors.com. As a member, you have access to the Investor Portal where you can view sample property pro-formas and connect with our network of resources, including experienced investment counselors, property teams, lenders, 1031 exchange facilitators, attorneys, CPAs and more.Thanks for listening. I'm Kathy Fettke.Links:1 -https://www.marketwatch.com/story/first-time-jobless-claims-unchanged-at-205-000-in-week-ended-dec-18-11640266598?mod=economic-report2 -https://www.marketwatch.com/story/coming-up-latest-read-on-the-feds-favorite-inflation-gauge-11640265116?mod=economic-report3 -https://www.marketwatch.com/story/coming-up-latest-read-on-the-feds-favorite-inflation-gauge-11640265116?mod=economic-report4 -https://www.cnbc.com/video/2021/12/22/the-conference-board-survey-shows-inflation-concerns-down-from-13-year-high.html5 -https://www.marketwatch.com/story/new-home-sales-surge-in-november-11640272086?mod=mw_latestnews6 -https://www.marketwatch.com/story/existing-home-sales-rise-for-third-straight-month-in-november-11640185309?mod=bnbh_mwarticle7 -http://www.freddiemac.com/pmms/8 -https://magazine.realtor/daily-news/2021/12/21/rental-rates-for-single-family-homes-triple-from-20209 -https://magazine.realtor/daily-news/2021/12/20/first-timers-reevaluate-devise-plan-to-compete-in-2022

David Osman of the IRF Podcast is joined by Carl Weinberg, the Managing Director and Chief Economist at High Frequency Economics to discuss ‘Recovery from the Covid Crisis – Sizzle or Fizzle.' High Frequency Economics has been a trusted source of economic intelligence for the financial community for over 30 years.----more---- The Fed is facing a crisis and there is no good policy option to be had. It is currently looking at extraordinarily high unemployment which it sees as a risk to social stability, financial stability and economic stability – an unaffordable burden on the economy. There is a risk of inflation to be weighed against the risk of high unemployment. Carl is not convinced there is an inflation risk and gives his reasons why. He states that inflation is the simultaneous and proportionate increase of all prices and all wages for a sustained period of time. He looks back at the last global financial crisis in 2008/09 and then recalls that going into the current economic downturn the economy was already entering an industrial recession. The question he asks of those expecting a sizzling rebound is: ‘Why should the economy not go back to what it was doing before the Covid crisis.' Carl discusses the impact of scarring from the pandemic and closes with his thoughts on the strongest risk to the strength of the global economic rebound. This may take investors by surprise!

Eric Stein, Chief Investment Officer: Fixed Income at Eaton Vance, on his current outlook for bond markets, inflation and the rotation trade. Carl Weinberg, Founder and Chief Economist at High Frequency Economics, on how the Democratic Senate win changes his outlook for the economy. Lananh Nguyen, Bloomberg finance reporter, on confusion over the NYSE delisting of China stocks. Josh Wingrove, White House correspondent for Bloomberg, on President Trump pitting Republicans against Republicans. Hosted by Paul Sweeney and Vonnie Quinn. 

Eric Stein, Chief Investment Officer: Fixed Income at Eaton Vance, on his current outlook for bond markets, inflation and the rotation trade. Carl Weinberg, Founder and Chief Economist at High Frequency Economics, on how the Democratic Senate win changes his outlook for the economy. Lananh Nguyen, Bloomberg finance reporter, on confusion over the NYSE delisting of China stocks. Josh Wingrove, White House correspondent for Bloomberg, on President Trump pitting Republicans against Republicans. Hosted by Paul Sweeney and Vonnie Quinn.  Read Full Article

Dr. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on his outlook for the U.S. economy, and how the US-China relationship will look under Biden. Tara Lachapelle, Bloomberg Opinion media and deals columnist, discusses her column: "Meet Disney+, Formerly Known as Walt Disney Co." Arun Sundaram, equity analyst at CFRA Research, answers the question: Is Biden better for rural America? Mike McGlone, Commodity Strategist for Bloomberg Intelligence, on what's driving bitcoin. Hosted by Paul Sweeney and Vonnie Quinn.  

Chris Whalen, Chairman of Whalen Global Advisors, on bank earnings and outlook. Sarah Ponczek, Bloomberg cross-asset reporter, on why earnings beats don't mean the same during this pandemic. Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the dim outlook for the U.S. economy, and China gaining edge. Christian Magoon, Portfolio Manager of the Amplify Online Retail ETF (IBUY; $925M AUM), on another record Amazon Prime Day and the 2020 holiday season. Hosted by Paul Sweeney and Vonnie Quinn. 

Joe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on why the economic damage has only just begun. Frank Holmes, CEO and Chief Investment Officer for US Global Investors, on why gold could easily reach $4000 over next 3 years. Satish Jindel, President of SJ Consulting, discusses the structural changes at the U.S. Postal Service, and why it can handle increased election volume.

Laura Davison, Congressional Tax Reporter for Bloomberg, on trillions in stimulus going out unchecked, with watchdogs kept toothless by the Trump Administration. Invesco Chief Global Market Strategist Kristina Hooper discusses how the Fed has decoupled the stock market from the economy. Sam Fazeli, Director of Research, EMEA, Bloomberg Intelligence, on the race for covid vaccines heating up, as well as Lilly's successful breast cancer drug trial. Carl Weinberg, Chief Economist at High Frequency Economics, on the depressed U.S. economy, and the Trump Administration's renewed tariff attack. Hosted by Paul Sweeney and Vonnie Quinn.

Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on jobless claims and an economy in freefall. Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses how the U.S. economy could change after coronavirus. Sri Natarajan, Bloomberg finance reporter, on Morgan Stanley earnings. Vincent Deluard's, Global Macro Strategist at INTL FCStone, on stagflation. 

Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the monetary and fiscal response to the coronavirus. David Garrity, Chief Market Strategist for Laidlaw & Co, and Partner at BTblock, discusses markets, bottom for tech, and changes to consumer behavior. Max Nisen, Bloomberg Opinion health care columnist, with a coronavirus testing update.

Economist Dr. Carl Weinberg of High Frequency Economics says “Money has died.” He talks about the effects of negative interest rates in Europe. This is an excerpt from his talk at an economics briefing held by the Summit, N.J. law firm Brown Moskowitz & Kallen for their clients on September 23, 2019.

Jens Nordvig, Founder and CEO of Exante Data, on China, EM currencies, and Mexico. Carl Weinberg, Founder and Chief International Economist at High Frequency Economics, on the global economy as Trump's trade wars heat up. Kathy Hannun, co-founder and CEO at Dandelion Energy, a spin-out company of Google X, on why geothermal energy will be a $9 billion market.  Shira Ovide, Bloomberg Opinion technology columnist, on Google sinking as the DOJ mulls an anti-competitive probe into Alphabet. Hosted by Lisa Abramwicz and Paul Sweeney.

Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy.   Carl Weinberg, Chief Economist at High Frequency Economics, on the IMF outlook.  Mark Lindbloom, Portfolio Manager for Western Asset Management, on the bond market selloff and the launch of their new fixed income ETF.  Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the China yuan and outlook for emerging markets.

Max Nisen, Bloomberg Opinion health care columnist, on Pfizer agreeing to delay price increases after Trump called the company out. Vacit Arat, co-founder and President of HIA Technologies Inc., on creating Digital Avatars, which can carry on a sophisticated conversation with humans on almost any subject in any language.Carl Weinberg, Chief Economist at High Frequency Economics, on how China could hurt the US once it runs out of imports to tax.David Garrity, CEO of GVA Research, on how blockchain is being implemented in the real economy and outlook for Twitter.

Compared with the complexities of the portfolio he now manages, US president Donald Trump’s domain of real estate is simplicity itself. With more than 200 nation states and seven billion people, our world is a complicated place with an infinite number of moving parts. This complexity tends to deliver a minefield of unintended consequences for those who under-estimate or are ignorant of this reality. Trump is finding this out the hard way as one seemingly idea after another, things that looked perfectly do-able on the campaign trail, have bombed, usually ending up in another senior aide being blamed and fired. But Trump is finally starting to realise this isn’t reality TV. After trumpeting by presidential tweet inanities like “trade wars are good and easily winnable”, the president is discovering simplistic conclusions rarely work in the real world. Latest humiliation is the realisation that the proposed trade war with China will hurt America and its allies far more than the intended target. So once again a roll-back on a campaign promise. Also in this edition, we try to answer the key questions of how America got into such a chaotic place? How was it possible that the leader of the free world, the largest economy on earth, the home of the great technological innovations become better known for its blunders than leadership? Bill Schneider, who served as CNN’s senior political analyst for two decades before joining Third Way, a Washington Think Tank, has just written a book called Standoff – How America Became ungovernable. In his quest to understand how America ended up with a populist president, Schneider examined elections over the last 50 years. And tracked the US’s path to a unique brand of populism that is economically progressive – think tax cuts – and culturally conservative – anti-immigration and isolationist.

Greg Valliere, Horizon Investments' chief global strategist, says Trump's "wounds" are self-inflicted by his sensitivity to criticism and inability to let the Russia story go. Prior to that, Carl Weinberg, High Frequency Economics' chief economist, says Europe inflation is under  target. Jim Barry, BlackRock's head of real assets, says the U.S. has underinvested in infrastructure for 30 to 40 years. Finally, Robert Hormats, vice chairman of Kissinger Associates, says a well-functioning global economy would make America great again. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carl Weinberg, the chief economist at High Frequency Economics, says OPEC's influence on oil prices is "increasingly decreasing." Michael Cannon, Cato Institute's director of health policy studies, says the House didn't show an appetite in repealing Obamacare. James Stavridis, the dean of the Fletcher School at Tufts University, says we should expect more cyber attacks. Oliver Chen, a retail analyst at Cowen, says Macy's is in the epicenter of the retail disruption. Finally, Kevin Brady, the chairman of the House Ways and Means Committee and a Republican representative from Texas, says a tax bill could be on Trump's desk by the end of the year. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carl Weinberg, the chief economist at High Frequency Economics, says OPEC's influence on oil prices is "increasingly decreasing." Michael Cannon, Cato Institute's director of health policy studies, says the House didn't show an appetite in repealing Obamacare. James Stavridis, the dean of the Fletcher School at Tufts University, says we should expect more cyber attacks. Oliver Chen, a retail analyst at Cowen, says Macy's is in the epicenter of the retail disruption. Finally, Kevin Brady, the chairman of the House Ways and Means Committee and a Republican representative from Texas, says a tax bill could be on Trump's desk by the end of the year.

Toyota Motor President Wil James and Kentucky Governor Matt Bevin discuss Toyota's $1.33 billion investment in a Kentucky plant. Prior to that, Carl Weinberg, chief economist at High Frequency Economics, says the economy's 2 percent growth rate seems to be more than enough to keep the unemployment rate falling. Finally, the Brookings Institution's Thomas Wright says Trump didn't send a particularly strong message with the Syrian air strikes.

Toyota Motor President Wil James and Kentucky Governor Matt Bevin discuss Toyota's $1.33 billion investment in a Kentucky plant. Prior to that, Carl Weinberg, chief economist at High Frequency Economics, says the economy's 2 percent growth rate seems to be more than enough to keep the unemployment rate falling. Finally, the Brookings Institution's Thomas Wright says Trump didn't send a particularly strong message with the Syrian air strikes. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Maya MacGuineas, the president of the Committee for a Responsible Federal Budget, says there's room for debate on where to spend federal dollars. Prior to that, Carl Weinberg, the chief economist at High Frequency Economics, says he's skeptical that GDP growth will be as high as the Trump administration has promised. Doug Holtz-Eakin, the president of the American Action Forum, discusses the Congressional Budget Office's review of the proposed American Health Care Act. Finally, Greg Valliere, the chief global strategist at Horizon Investments, says Medicaid cuts are a non-starter.

Maya MacGuineas, the president of the Committee for a Responsible Federal Budget, says there's room for debate on where to spend federal dollars. Prior to that, Carl Weinberg, the chief economist at High Frequency Economics, says he's skeptical that GDP growth will be as high as the Trump administration has promised. Doug Holtz-Eakin, the president of the American Action Forum, discusses the Congressional Budget Office's review of the proposed American Health Care Act. Finally, Greg Valliere, the chief global strategist at Horizon Investments, says Medicaid cuts are a non-starter. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

BMO's Brian Belski and Eurasia Group's Ian Bremmer discuss the future of Europe after the Italian referendum. Then, former IMF Chief Economist Olivier Blanchard says China's power within the global supply chain could easily cripple the U.S. Also, Luigi Zingales, a professor at University of Chicago's Booth School, says it's the dawn of Donald Trump's crony capitalist world. Finally, Carl Weinberg, the founder of High Frequency Economics, discusses Italy's economic future. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

BMO's Brian Belski and Eurasia Group's Ian Bremmer discuss the future of Europe after the Italian referendum. Then, former IMF Chief Economist Olivier Blanchard says China's power within the global supply chain could easily cripple the U.S. Also, Luigi Zingales, a professor at University of Chicago's Booth School, says it's the dawn of Donald Trump's crony capitalist world. Finally, Carl Weinberg, the founder of High Frequency Economics, discusses Italy's economic future.

Tom Keene and David Gura talk to Janus Capital's Bill Gross about the job report and the Fed. Prior to that, Carl Weinberg, High Frequency Economics' chief economist, says Italian banks are in trouble, no matter the outcome of the Italian referendum. Finally, Ira Jersey, a fixed-income strategist at OppenheimerFunds, says we'll see an uptick in yields for a few years and his colleague, Brian Levitt, says markets are starting to price in optimism. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Keene and David Gura talk to former the Federal Reserve Chairman Alan Greenspan, who says that Fed forecasts are no better than those of a good economist. Prior to that, RBC Capital Markets' Jonathan Golub says fiscal policy attempts to move something that is unmovable while Carl Weinberg, High Frequency Economics' chief economist, says the Fed is tightening in December no matter who wins the election. Then, James Stavridis, dean of The Fletcher School at Tufts University, says if Hillary Clinton wins, she will unlikely be different from President Obama. Finally, Dan Clifton, Strategas Research Partners' head of policy research, says Hillary Clinton has suggested she's going to try to be bipartisan early on in the administration if she wins. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss gold with High Frequency Economics' Carl Weinberg; the Fed minutes with PIMCO's Tony Crescenzi; and his book, "Whistlestop: My Favorite Stories from Presidential Campaign History," with CBS News' John Dickerson. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Carl Weinberg, Chief Economist and Managing Director for High Frequency Economics, on the BOE's rate cut and stimulus package, and outlook for the global macro economy.

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss global economies with High Frequency Economics' Carl Weinberg; US economy with Renaissance Macro's Neil Dutta; the Turkish coup with Former Supreme Allied Commander at NATO, Admiral James Stavridis; and the Republican National Convention with Capital Alpha Partners' Chuck Gabriel. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Carl Weinberg, Chief Economist and Managing Director for High Frequency Economics, on BOE's Mark Carney promising to cut rates, and Boris Johnson pulling out of the race.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Carl Weinberg, Chief Economist and Managing Director for High Frequency Economics, on the global markets, the ECB rate decision and Brexit.

High Frequency Economics' Carl Weinberg weighs in on the IMF spring meeting and how HFE is bearish on the global economy on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

High Frequency Economics' Carl Weinberg says Abenomics isn't working while Foreign Affairs Magazine's editor Gideon Rose weighs in on global stagnation. BTIG's Katie Stockton discusses market technicals in the equity markets and NBC's Chuck Todd speaks about the politics behind appointing a new justice to the Supreme Court. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Most of us are busy coming up with shopping lists right now for family and friends, but what about the barbers, babysitters, maids and teachers in our lives? Garry Marr, owner of the Dusty Wallet, wades into the debate over when, why, and most importantly how much to tip this holiday season. Also this week, we talk about what China is up to exactly with its latest interest rate announcement. Chief economist for High Frequency Economics, Carl Weinberg, explains why the Chinese central bank gave some analysts an unexpected surprise last weekend