bullish
Macro Regime Indicator: Up, Up, Up still!
93 Views14 Jun 2024 03:50
In May we concluded that: “In May, our models hint of an “Up,Up,Up” environment in inflation, growth and liquidity, which is a decently positive...
What is covered in the Full Insight:
- Macro Regime Indicator: Up, Up, Up still!
- Growth: Bellwether economies showing positive signs
- Inflation: Cool May print!
- Supply Chain pressures & freight rates
- Liquidity: More liquidity and less pressure on the long end in June/July
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