April 17 2023| Bank lending declines are at some of the fastest levels seen. Why It Matters: The collapse of Silicon Valley Bank resulted in banks not eager to lend money as of late. This could impact small businesses that heavily rely on banks for funding.Source: Torsten Slok
...April 17 2023| Inflation is slowing, but not fast enough A key factor is the housing market. Why It Matters: The housing market’s shift from inflationary to deflationary is finally happening. Expect this to continue pulling down inflation in the coming months. Source: thedailyshot
...February 20, 2023| Retail sales saw an unexpected boost this week, but the increase in credit card debt to finance spending will likely pose a long-term concern. We need to keep an eye on this risk, despite the near-term boost an increase in spending will provide. Source: thedailyshot
...February 20, 2023| Banks are tightening their lending standards, this is likely not good news for the economy. Historically, this trend has led to fewer loans issued, resulting in less liquidity and more volatility. Source: thedailyshot
...February 13, 2023| Sweden’s economy is a great forward indicator and cautionary tale for the rest of the European Union. Despite the improvement in the global economy, the lack of consumer demand in select sectors, coupled with higher interest rates are having an impact on growth… not good for the European Union. Source: Gavekal
...February 13, 2023| China lifting its COVID lockdown has major implications, not just for the European Union but also for South America. As a major importer, this could drive demand and boost emerging markets.We’re seeing positive inflows in these markets.Source: Gaveka
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