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Podcast: Macro Mornings 💡
Episode: How to view the US Inflation regime in 2024 (Weekly Macro Update)
Description: 💡 Join with +15,000s Investors, Economic Professors and aspiring Finance Student 👉 IT'S FREE
🎯 Higher long term inflation regime - (9 Regimes Update) @Merrill Lynch 👇
2% INFLATION TARGET
SHIFT IN MONETARY POLICY STRATEGY
LONGER TERM GOALS
STOCK AND BOND CORRELATION
🎯 Weaker US view is predicated - (3 US main points) 👇
ONE: THE US ECONOMY IS ALREADY SLOWING RAPIDLY
SECOND: INVESTMENTS ARE FALLING SHARPLY
THIRD: FISCAL POLICY IN THE US IS QUICKLY TURNING FROM A TAILWIND INTO A HEADWIND