Macro Overview Attention has shifted from inflation to recession as housing, wages, interest rates, commodities, and consumer expenditures have all receded from their highs, an indication to economists that an economic slowdown or recession may be …
Newsletter
Newsletter: June 2022
Macro Overview There’s a growing consensus among various economists and market analysts that inflation could force consumers to cut back on spending to the extent that a recession materializes. Consumer expenditures have an enormous impact on economic activity, representing 70% of Gross …
Newsletter: May 2022
Macro Overview The most recent inflation …
Newsletter: April 2022
Macro …
Newsletter: March 2022
Macro Overview Geopolitical rifts emulating …