Macro Mornings šŸ’”

More dovish or more hawkish?


Listen Later

šŸ’” If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: ⁠⁠https://macrobusinessinsights.substack.com/⁠

  • How the markets are reassessing the interest rates

  • Let’s see the inverted curves are an accurate predictor of fate

  • Little update on financial sectors and their cyclicality

  • The tradeoff for the Central Banks between crushing activity or living with inflation

  • US personal consumption expenditures

  • Some economy updates

  • BoE hikes interest rates after surprise surge in inflation

  • Japan’s inflation remains high, but price pressures ease

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

    Macro Mornings šŸ’”By Alessandro