Wednesday, January 3, 2024

all economic indiactors showing a slowdown in US economy ...

confirmed by lower int rates ... can we avoid a recession or is it a soft landing ..?

For sure no one is talking about it ... but everyone did last year and market returned 20+% ... why ?

because all prognosticators were wrong ..!

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10Y dropped under 5p ..

As French 10Y go higher than US ..! Both are right indicating slower growth from here; addionally, Crude near 100 is not helping ..!