Operating at the Intersection of Technology and the Capital Markets
Tag: Europe
Look to the late 1970's and early 1980's in the U.S. or look at what is happening in Europe today - inflation tends to persist. Today's EU release: Year-over-year price increases in the Energy sector slowed, yet price increases for all items excluding Energy experienced accelerated increases. Food, alcohol and tobacco experienced a 15.0% Y-O-Y … Continue reading Inflation Will Persist In The U.S.
It does not matter what the Fed does with the Fed Funds Rate at this point, the global economy is softening and is likely to get worse. Whether the Fed ultimately takes rates to 3.5% or 4.0% will have little effect on the macroeconomic backdrop (QT is a different story). More job cuts. Large Tech … Continue reading The Economic Genie Is Out Of The Bottle
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