Recovery Signs… or Fiscal Time Bomb? | Fund@mental Weekly Review
This week on Fund@mental Weekly Review, we go beneath the headlines to ask:
Are we seeing signs of real recovery — or just a temporary pause before a deeper crisis?
Here’s what we break down:
US-China trade talks resume, with steep but temporary tariff reductions
Inflation hits 2% — a positive signal for the Fed?
Yield curve starts to normalize, signaling less recession fear
30-year Treasury yields near 5%, CDS markets pricing U.S. risk above China and even Greece
Trump’s OBBB fiscal plan: Real fix or just more debt?
Full sources and analysis are available on the Fund@mental Insights page:
https://www.myfundamental.net/insights