Could the stars be aligning for a risk on rally as the economy goes into a tailspin with peak hawkishness insight? Hawkes advocating tighter monetary conditions could be mute as signs of peak inflation become apparent. The crux of the risk on rally, in risk assets, centers on central bank monetary policy shifting focus from …
Economy Is In A Tailspin
The economy is in a tailspin as the rate and pace of the US economic decline are taking everyone by surprise. Stress in the financial markets is visible as investors flock to the US dollar, the world’s most traded currency, which is still considered a haven currency, a safe store of value, despite the record …
Macroeconomic Environment
The US macroeconomic environment continues to deteriorate faster than anticipated. Here is the background to a macroeconomic environment in free fall. Just a few years ago central bankers were eager to stoke inflation and today we have rising prices and a rapidly decelerating economy, known as stagflation. So, the Federal Reserve, a private banking cartel, …