Macro Mornings πŸ’‘

How to view the US Inflation regime in 2024 (Weekly Macro Update)


Listen Later

πŸ’‘ Join with +15,000s Investors, Economic Professors and aspiring Finance Student πŸ‘‰β β β β β  ⁠⁠IT'S FREE

🎯 Higher long term inflation regime - (9 Regimes Update) @Merrill Lynch πŸ‘‡

  • 2% INFLATION TARGET
  • SHIFT IN MONETARY POLICY STRATEGY
  • LONGER TERM GOALS
  • STOCK AND BOND CORRELATION
  • 🎯 Weaker US view is predicated - (3 US main points) πŸ‘‡

    • 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
    • ...more
      View all episodesView all episodes
      Download on the App Store

      Macro Mornings πŸ’‘By Alessandro