The OECD published its latest economic outlook on Monday, downgrading its global growth projections for 2025 and 2026 in light of various political and economic uncertainties.
Source: Statista
Swiss Government Lowers Growth Forecasts Ahead of SNB Decision
The Swiss government has trimmed its economic growth outlook for 2025 and 2026, citing global trade tensions. SECO now expects: 📉 2025 GDP: 1.4% (previously 1.5%) 📉 2026 GDP: 1.6% (previously 1.7%) While growth remains below the long-term average of 1.8%, Switzerland is still expected to avoid a recession. This adjustment comes just before the Swiss National Bank’s policy decision on Thursday—a key event to watch. source : reuters
Riskier credit markets are starting to respond more significantly to the dislocation in US equity markets
Spreads on high-yield bonds rose the most since August yesterday. They're still relatively low on a historical basis, but the trajectory is catching many people's attention. Source: Lisa Abramowicz @lisaabramowicz1, Bloomberg
GLOBAL M2 IS EXPLODING.
WILL BITCOIN FOLLOW SOON 🚀 ??? Source: Vivek⚡️@Vivek4real_
U.S. TARIFFS CHEAT SHEET
Source: Wall St Engine @wallstengine, Bloomberg
🚨US inflation rate is FALLING as expected and there is more to come:
US CPI Core Inflation dropped to 3.1% in February, the lowest in 4 YEARS. Supercore CPI fell to 3.9%, the lowest since October 2023 (driven by Airfares). All metrics came below forecasts. Expect more progress as economy slows. Source: zerohedge
long-term yields continue to rise following the announcement of a major debt package, with 10y yield on the way to 3%.
Financial markets expect neither the Greens nor the Federal Constitutional Court to block the package. While a two-thirds majority is needed in parliament, legal challenges are still pending before the court. Source: Bloomberg, HolgerZ
Musk’s cuts fail to stop US federal spending hitting new record...
In February the US budget deficit was BIGGER than ALL TAX REVENUE. Can it be ever be fixed? Source: zerohedge
