Money Trends / Liquidity
Has The ECB Reached The Pinnacle…
Chinese Credit: Less Than Meets The Eye…
On Eurozone Inflationary Pressures…
Shrinking M3 Money Supply Indicates ECB Policy Is Tight…
US SLOOS: More Tightening In H2…
Falling Inflation Could Sow The Seeds Of Its Own Demise…
ECB: Informed By Data
ECB…
Copper's China Problem…
Eurozone Corporate Loan Demand Falls By Most On Record…
Falling inflation enables central banks to pause rate hikes, which is good news. But time goes on. Restrictive monetary policy, Chinese debt-deflation, energy supply shocks, US and global policy uncertainty, and extreme geopolitical risks will undermine hopes of a soft landing and beautiful disinflation.