HCWE publications are available to clients and the public. Clients may request copies of all publications at any time. Students, researchers and the public may access legacy publication (more than two years old). See the following documents for recent and legacy publication lists:
Publication Highlights: Past month
Publications to date for current year: 2020
Legacy publications from 1992: Composite
Call: US 978-468-4575
 "The shape of the economy has changed in many respects, but in capital markets normalization is underway. " Synopsis – 8/20 |
|
|
~ R. David Ranson, President and Director of Research HCWE & Co. |
|
 Interest-Rate Outlook |
| Does a jump in inflation expectations imply inflation ahead? |
| The prices of energy and other commodities play a major role in the month-to-month variation of the inflation rate. They also influence expectations of inflation on the part of consumers. That may be why expected inflation jumped above 3 percent in May, according to the University of Michigan. It was just then that commodities began to bounce back from their pandemic-related collapse. |
|
Equity-Market Outlook |
| Upside potential in smaller-cap stocks |
| Historically, when stock markets sell off, the prices of small-cap stocks are much more vulnerable than large caps. But once the rebound is under way, they out-perform. |
|
Fixed-Income Barometer |
| "Market forecasts" for the coming twelve months as of September 1, 2020 |
|
International Barometer |
| "Market forecasts" for the coming twelve months as of September 1, 2020 |
|
Synopsis |
| Briefing Points on the Global Market Outlook, August 2020 |
| The shape of the economy has changed in many respects, but in capital markets normalization is underway. |
 |
||
|
||
|
|
||
|
|
||
|
|
||
|
|
||