25 Sep 2023
Do you remember what Larry Summers said last year about soft landing?
This story of second marriage and the triumph of hope vs. experience seems to find an echo at the FED level...
25 Sep 2023
The business outlook in Germany has improved slightly amid a shrinking economy
Source: Bespoke
25 Sep 2023
Bankruptcy filings have recently reached levels on par with the 2008 Great Recession and the 2020 COVID-19 pandemic
This indicator often suggests that the economy isn't performing well, and has historically always been followed by massive stock market crashes. Source: whalewire
25 Sep 2023
Maybe this is why Powell said that a soft landing is not the core scenario...
Recession confirmed?
22 Sep 2023
In case you missed it...
US Jobless Claims Fall to 201,000, Lowest Level Since January...There haven't been many times in the last 50+ years that #us initial jobless claims have been lower. Source: Bespoke
21 Sep 2023
Soft landing narrative is not new. It’s quite common before each recession
Source: Michel A. Arouet
21 Sep 2023
In case you missed it: German PPI deflation deepened w/PPI down 12,6%, most since the start of the statistic in 1949
Source: HolgerZ, Bloomberg
20 Sep 2023
Over the last 15 years, the US National Debt has increased at a rate of 8.5% per year versus an increase in economic growth (nominal GDP) of 4.0% per year
Source: Charlie Bilello
