Wall Street och Stockholm 23 september 2024
Tänkbara scenarier för fred i Ukraina - Ukraine Needs to Be Realistic About Its Goals, Czech President Says
https://englundmacro.blogspot.com/2024/09/tankbara-scenarier-for-fred-i-ukraina.html
America’s Ambitious Climate Plan Is Faltering
https://englundmacro.blogspot.com/2024/09/americas-ambitious-climate-plan-is.html
Ingen anledning till oro - Karlatornet
https://englundmacro.blogspot.com/2024/09/ingen-anledning-till-oro-karlatornet.html
Martin Wolf about GFC and Minsky
https://englundmacro.blogspot.com/2024/09/martin-wolf-about-gfc-and-minsky.html
Gold has outperformed S&P 500 since Bernanke’s speech in Nov. 2002
https://englundmacro.blogspot.com/2024/09/gold-has-outperformed-s-500-since.html
Markets shifted from thinking about when the Fed will begin cutting to how much it will ultimately cut.
Both now agree on the ultimate level, with the only difference being timing — markets estimate policymakers will get there by the latter part of 2025 rather than the end of 2026.
This signals that the 10-year Treasury yield, which mortgage rates are tied to, is likely near its floor unless the economy starts to slow markedly.
Bloomberg 23 September 2024
Dagen innan
https://englundmacro.blogspot.com/2024/09/wall-street-och-stockholm-21-22.html
My website
Internetional Communications Rolf Englund Home Page
Kommentarer