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Podcast: Macro Mornings 💡
Episode: Debt Ceiling Done and US stocks climbed to 2023 highs, What now?
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🎯 Bank of America - Is the Fed Serious About a 2% Inflation Target? 👇
• INFLATION COMES DOWN
• FUTURE FED POLICY
• THE BEAR MARKET HAS NOT HIT BOTTOM
• RATE CUTS
🎯 BlackRock - U.S. stocks climbed to 2023 highs after the debt ceiling deal 👇
🎯 Moody’s Analytics - What’s behind the US Debt Limit Deal? 👇
• DEFENSE SPENDING
• IMPACT ON GDP
• US NEW HOME SALES
• INTERNATIONAL TRADE DEFICIT
• CONSUMER SENTIMENT
• PERSONAL INCOME