23 Jan 2024
If we do not have a recession, stocks tend to rally after the Fed cuts
If we do, however, they tend to decline They say the economy isn't the market, but in this example it could have a measurable impact on the outcome Source: Markets & Mayhem
23 Jan 2024
China's real GDP is now further below its pre-COVID trend than after the 2008 crisis
Will they be tempted to opt for more mercantilism (and expansionism)? Source chart: Robin Brooks
23 Jan 2024
Japan is expected to be short 11 million workers by 2040
Source: Win Smart, FT
22 Jan 2024
Corporate Borrowing Hits All-Time High 🚨:
Investment Grade Companies have issued more than $150 Billion worth of bonds through the first 18 days of the year, the highest amount in history at this point in the year. Source: Barchart, FT
22 Jan 2024
Real estate as inflation protection in one chart, updated
Source: Michel A.Arouet
22 Jan 2024
Suez Canal Transit Volume continues to plunge (Chart via SRP)
Source: HolgerZ
18 Jan 2024
🟥 The delinquency rate for credit card loans in 2023 has risen sharply
Which, based on historical patterns, suggests that the economy might be heading towards a recession.
18 Jan 2024
After 13 consecutive YoY declines, US inflation-adjusted retail sales rose 1.4% YoY in December, The first YoY increase since Oct 2022.
Nominal Retail Sales grew 4.78% over the last year, rising just above the historical average of 4.71%. Source: Charlie Bilello
