6 Feb 2025
Cut cut cut...
ECB’s Wage Tracker Points to Steep Slowdown This Year - Bloomberg Source: Bloomberg
5 Feb 2025
Job Openings Unexpectedly Crater By More Than 500K In December
Source: zerohedge
4 Feb 2025
Believe it or not, but the us has one one of the lowest tariff rates in the developed world... See chart below courtesy of DB.
NB: Most favored nations (MFN) Weighted mean tariff is the average of most favored nation rates weighted by the product import shares corresponding to each partner country.
4 Feb 2025
Are tariffs inflationary? us 5-year breakeven rate just surged to its highest level in nearly 2 years.
Source: Tavi Costa, Bloomberg
4 Feb 2025
The price of eggs in the U.S. is at an all time high and continues to climb.
Due to the ongoing bird flu outbreak and inflation, egg prices sat at $4.15 in December, that was up from $3.65 in November. The unusually high prices come after the outbreak...
3 Feb 2025
Will the US have to crash stocks to save bonds ???
Source: Michael A. Gayed
3 Feb 2025
This is what happened to US government revenues from tariffs during Trump's first tradewar.
Source: DB
3 Feb 2025
US growth is not a miracle, it is fully DEBT driven:
It took a MASSIVE $2.2 trillion in public debt to create $570 billion in GDP growth in 2024 (before revisions). In other words, it took $3.9 of debt to generate $1 of economic growth. Source: Global Markets Investor
