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Podcast: Macro Mornings 💡
Episode: Do you believe it? 75bp of cumulative Fed cuts by December?
Description: 💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
🚨 Bank of America – Is this only the first of 3 inflationary lag?
• 👇 PARALLELS BETWEEN WWII AND CORONAVIRUS ERAS
• 👇 FEDERAL GOVERNMENT DEFICITS
• 👇 MONEY SUPPLY HAS GONE NEGATIVE
🚨 BlackRock Institute – The fastest rate hiking cycle since the 1980s is causing financial cracks
• 👇 THE DAMAGE
• 👇 LABOR MARKET
• 👇 UNEMPLOYMENT RATE
🚨 RBC Global Asset Management - Do you believe it? 75bp of cumulative Fed cuts by December?
• 👇 INTEREST RATES
• 👇 USD DOLLAR
• 👇 LOOKING AHEAD
🚨 ROTHSCHILD & CO
• 👇 CHINA GDP
• 👇 🇺🇸 US BUSINESS
• 👇 LABOUR MARKET