New York Fed President John Williams says “I don’t have a recession in my forecast.” Neither does CapitalSpectator.com. That’s not blind adherence to a central banker’s prognostications. Rather, the view on these pages is based on the data. Not a single indicator, but a broad sweep of the numbers.
Daily Archives: July 11, 2023
Macro Briefing: 11 July 2023
* Sweden receives greenlight to join NATO after Turkey gives approval
* Fed officials say higher interest rates still needed to tame inflation
* Is China’s deflation risk a threat to world economy?
* German business sentiment weakens more than expected in July
* China’s economic troubles are boosting other Asian markets
* Fed Vice Chair Barr proposes stricter capital regulations on banks
* Major stock indices set “traps” for investors
* Should emerging markets be in your portfolio? “Maybe, but handle with care”:
