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On January 10, the GDPNow model nowcast of us real GDP growth in Q4 2023 is 2.2%
Source: Atlanta Fed
Beware the second wave...inflation moves in mysterious ways and sometimes you get that "unplanned" second wave.
Source: TS Lombard, TME
While G7 claims can offer short-term tactical opportunities, soaring G7 debt levels at the the of high yields mean that the long-term risk-reward remains unattractive.
Source chart: Bloomberg
Tokyo CPI down again supports BOJ dovish stance for now
Source: Bloomberg
US defense spending vs interest on Federal debt
Source: www.zerohedge.com
Freddie Mac Serious delinquency rate US multifamily homes
thru The Daily Shot
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