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    11 Jan 2024

    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

    #Macroeconomics
    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.
    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.
    10 Jan 2024

    Remember the 70s?

    Source: Win Smart

    #Macroeconomics| #United States
    Remember the 70s?
    Remember the 70s?
    10 Jan 2024

    Mapped: The Top Middle East Exports by Country

    🌍️

    #Macroeconomics
    Mapped: The Top Middle East Exports by Country
    Mapped: The Top Middle East Exports by Country
    9 Jan 2024

    Tokyo CPI down again supports BOJ dovish stance for now

    Source: Bloomberg

    #Central banks| #Macroeconomics
    Tokyo CPI down again supports BOJ dovish stance for now
    Tokyo CPI down again supports BOJ dovish stance for now
    8 Jan 2024

    US defense spending vs interest on Federal debt

    Source: www.zerohedge.com

    #Macroeconomics| #investing
    US defense spending vs interest on Federal debt
    US defense spending vs interest on Federal debt
    8 Jan 2024

    Freddie Mac Serious delinquency rate US multifamily homes

    thru The Daily Shot

    #Macroeconomics| #United States
    Freddie Mac Serious delinquency rate US multifamily homes
    Freddie Mac Serious delinquency rate US multifamily homes
    8 Jan 2024

    You can measure the concrete effects of inflation on your purchasing power over time by using this CPI Inflation calculator

    https://lnkd.in/eFFzyTpu (This applies to the US only)

    #Macroeconomics
    You can measure the concrete effects of inflation on your purchasing power over time by using this CPI Inflation calculator
    You can measure the concrete effects of inflation on your purchasing power over time by using this CPI Inflation calculator
    8 Jan 2024

    Goldman believes that the 5% EPS forecast for sp500 is too low as a strong economy and falling interest rates should lead to positive surprises

    Source: Bloomberg

    #Macroeconomics| #equities
    Goldman believes that the 5% EPS forecast for sp500 is too low as a strong economy and falling interest rates should lead to positive surprises
    Goldman believes that the 5% EPS forecast for sp500 is too low as a strong economy and falling interest rates should lead to positive surprises
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