Economics
Macro Briefing: 7 March 2023
* China foreign minister warns of conflict with US * China exports fell 2.8% in Jan-Feb vs. year-ago levels * Debt-ceiling risk for US economy in focus…
* China foreign minister warns of conflict with US
* China exports fell 2.8% in Jan-Feb vs. year-ago levels
* Debt-ceiling risk for US economy in focus today in Senate panel
* Fed Chair Powell will testify in Congress today on economic outlook
* US supply chains return to normal in February, says NY Fed
* Meta plans for another round of job cuts
* US factory orders continue to decelerate in January via 1-year trend:
The US dollar will continue to trend lower, which implies that foreign markets will outperform US assets, advises Jim Masturzo, CIO for multi-asset strategies at Research Affiliates. “Across a broad set of 14 asset classes since 1967 (where data is available), Research Affiliates has examined the historical relationship between the U.S. dollar’s movement (rising or falling) and each asset class’s return profile. Our research concludes that in a weakening dollar scenario, unhedged foreign stocks and bonds not only typically outperformed, but appeared to be the only statistically reliable relative relationship.”
One of the Highest Rated Water Bottles for 2023
YETI Rambler 26 oz. Bottle with Chug Cap
Argentina Is One of the Most Regulated Countries in the World
In the coming days and weeks, we can expect further, far‐reaching reform proposals that will go through the Argentine congress.
Crypto, Crude, & Crap Stocks Rally As Yield Curve Steepens, Rate-Cut Hopes Soar
Crypto, Crude, & Crap Stocks Rally As Yield Curve Steepens, Rate-Cut Hopes Soar
A weird week of macro data – strong jobless claims but…
Fed Pivot: A Blend of Confidence and Folly
Fed Pivot: Charting a New Course in Economic Strategy Dec 22, 2023 Introduction In the dynamic world of economics, the Federal Reserve, the central bank…
