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A new bull market is ready to start?
💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
• Profits Cycle Update
• Economy wide profits tend to decline more than 20% from peak to recession trough
• The FED is reaching the peak policy rate
• Inflation fight not over
• Living with Inflation
• The Beginning of the End of the Fed Tightening Cycle and Future Equity Returns
• What FED Funds Futures are telling us?
• US Economic Growth Update
• Economy’s resilience
View all episodes
By Alessandro💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
• Profits Cycle Update
• Economy wide profits tend to decline more than 20% from peak to recession trough
• The FED is reaching the peak policy rate
• Inflation fight not over
• Living with Inflation
• The Beginning of the End of the Fed Tightening Cycle and Future Equity Returns
• What FED Funds Futures are telling us?
• US Economic Growth Update
• Economy’s resilience