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History suggests that a “soft landing” is highly unlikely after such an aggressive Fed tightening cycle. The rally could continue for a little longer but, on the 12-month horizon, market risks are very skewed to the downside.
Eurozone Growth Improves, Core Inflation Sticky…
Falling Inflation Could Sow The Seeds Of Its Own Demise…
The latest round of earnings calls from the systemically important banks suggested that the expansion is still intact. Households are still flush and still spending and consumer and business delinquencies remain remarkably low.
US: Inflationary Pressures Moderate, Consumption Growth Accelerates…
Taking Stock Of The US Earnings Season…
South Korean Exports Decline As Semiconductor Sales Slump Continues…
Euro Area Consumer Confidence Continues To Recover…
What Lies Behind Spain's Resilience…