Macro Shots – The Surge: US Corporate Profits
In our previous note, we discussed whether businesses or consumers will take the hit from higher tariffs? Who absorbs the
Macro Shots – US tariffs: What drives the inflation passthrough?
75% of firms, in a recent regional survey by the Federal Reserve Bank of Cleveland, anticipate selling prices to go
Macro Shots – The Fed ‘put’ and the recent inflation experience
In our previous edition, we mentioned the possibility of a weaker Fed ‘put’ in the US. Why? Pandemic-driven high inflation