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Podcast: Macro Mornings π‘
Episode: Inflation is not beaten yet and there wonβt be any big recession this year
Description: π‘ If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: β β β β β β β β β https://macrobusinessinsights.substack.com/β β β β β β β
π― Moodyβs Analytics
RETAIL SALES π
INDUSTRIAL PRODUCTION π
HOUSING MARKET π
π― Morgan Stanley
100bps RATE CUTS π
BANK CREDIT CONDITIONS π
INFLATION IS NOT BEATEN π
NO BIG RECESSION THIS YEAR π
π― BlackRock
MARKET BACKDROP π
STICKY INFLATION MAKES RATE CUTS UNLIKELY π
BLACKROCK ON INFLATION π