Stagflation stays one of many main dangers for the worldwide financial system in 2023.
The inventory market’s trajectory will proceed to be dictated by worries over persistently excessive inflation and fears of an impending...
The U.S. economic system grew at an annualized tempo of 1.1% in Q1 2023, which got here in slower than expectations and was forecasted to come back in at 1.9%. Stagflation is now...
Friday:
Monday:
Over the weekend, our coated three key ratios to assist decipher the market motion and the prevailing macro theme for the economic system.
We began with the one between lengthy bonds () and...
The Fed raised charges by 25 bps. The was unanimous. The terminal price projection is unchanged at 5.1%
FOMC modifies steering:
“The committee anticipates that some further coverage firming could also be acceptable.”
My...
by Charles Hugh-Smith
Our reliance on the infinite enlargement of credit score, leverage and credit-asset bubbles can have its personal excessive value.
The Nice Moderation of low inflation and hovering belongings has ended. Welcome to the loss...