Categories that US adults are likely to cut back on if tariffs lead to higer prices
source : emarketer
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
