Global Economy Social Media and Updates
Global Economy Social Media and Updates
Global Economy Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Higher for longer: Wells Fargo expects the Fed to hold rates at 3.50%–3.75% through 2026 @seekingalpha https://t.co/cSdOS8R4z6
GS: Global Markets Comment: Market Stress Monitor Temperature Check... seems like liquidity is the biggest red flag https://t.co/mR61tRz4DL
Not an encouraging sign... this is a solid indicator of future airline prices and CPI inflation. via "Airlines for America" website https://t.co/zXUKyVcVvd
Zimbabwe is a middle income country… that’s why Vision 2030 is about becoming an UPPER MIDDLE INCOME ECONOMY… Of course you can be poor as an individual due to your own circumstances, but don’t drag the whole country into your...
If and when the end of this Fourth Turning comes, and the Financial Capital of the World leaves NYC, it is more likely to end up moving to Texas than somewhere in Asia. https://t.co/CrIB1ON3YH
About 30% of Paramount's $81B takeover of Warner Bros. Discovery is financed by the sovereign wealth funds from Saudi Arabia, Qatar and Abu Dhabi—three countries attacked by Iran since the U.S. started its latest Middle East conflict. https://t.co/mOjqkF3fza
Just read a wild JPMorgan note on the current energy + war situation. Here are the spiciest takes 🧵 “US energy independence” is basically a myth. Even as a net exporter, the US is still getting hit by global price shocks—sometimes worse...
Not great... Worldwide Google news search for the term 'recession' is the highest its been since records began (~Dec 2007). There were literal #recessions over that period... https://t.co/poAknCUGME
"The one thing you can be quite sure of: if we went into some very major war, the value of money would go down. You’re going to be a lot better off owning productive assets over the next fifty years...
JPMorgan Chase CEO Jamie Dimon warned that global conflicts, economic uncertainty and rapid AI disruption are testing the U.S., urging a renewed commitment to “freedom, liberty and opportunity.” In his annual letter to shareholders, he cited wars, inflation, trade tensions...
Distinguished economist & commodity market guru Jeff Currie on the OIL SHOCK caused by Trump & Netanyahu's war in Iran: "It is the largest shock the oil markets have ever seen in their history... [It is] the culmination of ‘73 and...
The current unemployment rate is lower than where it was every single month from 1971 to 1998. https://t.co/VAAexazBPH
Trump metal tariffs stick around, with some new exceptions #energysky -- via Solar Power World: https://t.co/yscNdORQWs
While Everyone Watches Oil and Tariffs, USMCA Looms - https://t.co/D7EQGyKCLJ #USCMA #Mexico #Canada #globaltrade #supplychain #logistics
This chart is fine as a simple comparison of historical inflation experiences, but the current tenaciousness of inflation is due to different factors, and is happening in a different policy context, from the inflation of the late 1970s. 1/2
