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www.soberlook.com | ||
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www.ofce.sciences-po.fr
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| | | | | [AI summary] The 2024-2025 World Economic Outlook highlights Europe's economic challenges, contrasting with the United States' resilience, and predicts global growth of 2.8% in 2025. | |
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www.topdowncharts.com
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| | | | | Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out late Friday NZ time and aim to cover a good mix of macro/ideas/risk topics, across a global macro/multi-asset universe. This week I covered the following topics/ideas:1. Policy Pulse: After a very busy week in central banking, we check in on some key charts, trends, and stats in global monetary policy settings. Some things stay the same, but a few intriguing | |
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www.moneyandbanking.com
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| | | | | "Headline" inflation is making painful headlines again. In October, consumer prices rose by 6.2 percent from a year ago-the most rapid gain in at least three decades. Measures of trend inflation also are showing unsettling increases, with the trimmed mean CPI up by 4%. And there are reasons to believe that inflation will stay well above policymakers' 2% target for an extended period. In this post, we briefly summarize how we got here and argue that the Federal Reserve needs to change course now. In our v... | |
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abnormalreturns.com
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| | | [AI summary] A financial blog post discussing uncertainty in investing, with a focus on market changes and the potential replacement of Intel by Nvidia in the Dow Jones Industrial Average. | ||
