Merrill Lynch: IN THIS ISSUE Macro Strategy—Is Stagflation Likely?: With inflation stubbornly high after briefly surpassing levels not seen in 40 years, the term “stagflation” has been resurrected as a risk for the U.S. economy. Currently, however, the low unemployment rate is inconsistent with stagflation. What’s more, inflation remains on a downtrend, and wage growth seems poised to moderate further….
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
Did The Fed Already Pull It Off To watch our State of the Market Heading Into 2H 2024 video,...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...
Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds...
Ease is a greater threat to progress than hardship ~ Denzel Washington If you want to view our weekly...
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