Macro Mornings 💡

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

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🎯 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
      • ...more
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      Macro Mornings 💡By Alessandro