Today’s focus...China Deflation, CRE problems, Corp Maturity Wall...
When does the Stimulus stop being the primary driver of the US economy.... if you can time that .... you can time the turn
Strange...GDP at 3.9%....Interest Rates at Multi-year highs,,,,Germany in Recession.
China in Deflation.....US Credit Card Debt over 1T....
It doesn't add up............
Fed should Pause in September.....I don't believe the GDP number andthe BLS
continues to Overstate Employment numbers.
The Travel Boom will fade, leaving only the Gov't doing the Hiring.
Mortgage Rate over 7%
like your morning cuppa
When does the Stimulus stop being the primary driver of the US economy.... if you can time that .... you can time the turn
Strange...GDP at 3.9%....Interest Rates at Multi-year highs,,,,Germany in Recession.
China in Deflation.....US Credit Card Debt over 1T....
It doesn't add up............
Fed should Pause in September.....I don't believe the GDP number andthe BLS
continues to Overstate Employment numbers.
The Travel Boom will fade, leaving only the Gov't doing the Hiring.
Mortgage Rate over 7%
like your morning cuppa