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US Macro

+36 pts



Back to the Future: Forecasting Inflation When Expectations Are Evolving

By ethonomics on July 5, 2022, 2:28 p.m.
Tagged topics: inflation fears

Views: 18, Votes: 5, Responses: 0, Attachments: 1
US Consumers

+1 pts



Consumers are going to slow down demand pretty soon once credit dries up....

By 9sszjhqbj2@privaterelay.appleid.com on June 20, 2022, 1:44 p.m.
Tagged topics: Consumer spending , inflation fears

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Consumers

+47 pts



70% of US consumers plan to cut spending due to inflation; restaurants, clothing & live entertainment most at risk

By mooreideas on June 20, 2022, 12:06 p.m.
Tagged topics: Consumer spending , inflation fears

Views: 108, Votes: 6, Responses: 1, Attachments: 1
CPB

+31 pts



$CPB Campbell Soup - Fighting Inflation

By Btam on June 14, 2022, 9:59 p.m.
Tagged topics: inflation fears

Views: 11, Votes: 2, Responses: 0, Attachments: 1
US Macro

+35 pts



Updating Our Income Forecasts to Reflect Firmer Inflation, Higher Taxes, Lower Employment, and Slower Wage Growth

By ethonomics on June 14, 2022, 1:59 p.m.
Tagged topics: inflation fears , recession fears

Views: 20, Votes: 4, Responses: 0, Attachments: 1
Global Macro

+37 pts



Risks to Global Financial Conditions From Higher US Rates

By ethonomics on June 14, 2022, 1:58 p.m.
Tagged topics: inflation fears , rate hike

Views: 31, Votes: 3, Responses: 0, Attachments: 1
US Macro

+32 pts



June FOMC Preview: A Higher Bar for Slowing Down

By ethonomics on June 13, 2022, 1:47 p.m.
Tagged topics: inflation fears

Views: 11, Votes: 2, Responses: 0, Attachments: 1
US Macro

+1 pts



great write up, need more of these type of responses honestly!...

By Noto on June 7, 2022, 1:56 p.m.
Tagged topics: inflation fears , jobs-workers gap

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+24 pts



As more interest-rate sensitive areas of economy begins to cool down (i.e., latest reports on new home sales, and new vehicle sales both slumped), the...

By marschenntdeb729bd97b0413b on June 6, 2022, 9:18 p.m.
Tagged topics: inflation fears , jobs-workers gap

Views: 27, Votes: 6, Responses: 1, Attachments: 0
US Macro

+42 pts



Prospects for a Soft Landing: What Could Make the Fed’s Job Easier or Harder?

By ethonomics on June 6, 2022, 5:15 p.m.
Tagged topics: inflation fears , jobs-workers gap

Views: 31, Votes: 4, Responses: 2, Attachments: 1
US Macro

+11 pts



The return spread between US defensive VS. US cyclical would suggest a mild recession in 2023. However rising bond yields have pushed the ERP lower...

By marschenntdeb729bd97b0413b on May 27, 2022, 2:07 a.m.
Tagged topics: inflation fears , recession fears

Views: 3, Votes: 2, Responses: 0, Attachments: 0
US Macro

+1 pts



thanks!...

By grinch123.yjy on May 26, 2022, 2:48 a.m.
Tagged topics: inflation fears , recession fears

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+20 pts



We will see continued collapse in demand, rising inventories and deflationary environment in US. Rising interest rates lead to increase in mortgage and heavily leveraged...

By Previous_Answer_9660 on May 25, 2022, 7:48 p.m.
Tagged topics: inflation fears , recession fears

Views: 27, Votes: 9, Responses: 0, Attachments: 0
US Macro

+52 pts



Shifting between fears of inflation and growth deterioration

By ethonomics on May 25, 2022, 4:33 p.m.
Tagged topics: inflation fears , recession fears

Views: 48, Votes: 7, Responses: 3, Attachments: 1
Emerging Markets

+38 pts



Taking ‘peak inflation’ seriously

By ethonomics on May 19, 2022, 4:51 p.m.
Tagged topics: inflation fears , peak inflation

Views: 32, Votes: 4, Responses: 0, Attachments: 1
US Macro

+40 pts



Analysts believe currently priced in rate hikes are sufficient to restore balance in labor market and ease price pressures

By ethonomics on May 16, 2022, 5:16 p.m.
Tagged topics: inflation fears , rate hike

Views: 119, Votes: 8, Responses: 0, Attachments: 1
US Macro

+35 pts



Early signs of easing in US #labormarket means #softlanding still possible

By ethonomics on May 9, 2022, 1:21 p.m.
Tagged topics: inflation fears , jobs-workers gap

Views: 120, Votes: 3, Responses: 0, Attachments: 1
US Macro

+1 pts



Thanks!...

By ressci on May 3, 2022, 11:26 a.m.
Tagged topics: inflation fears , rate hike

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+10 pts



Good post, I fully agree with this. Wage growth is way overdue, it’s not something bad. And jobs is all that matters in the end....

By realmomobags on April 27, 2022, 5:45 a.m.
Tagged topics: inflation fears , recession risk

Views: 1, Votes: 1, Responses: 0, Attachments: 0
STRATEGY

+35 pts



Bonds getting real - mixed cross-asset response to rising real yields

By ethonomics on April 26, 2022, 5:37 p.m.
Tagged topics: inflation fears

Views: 21, Votes: 3, Responses: 0, Attachments: 1