2019-11-21 11:34:00 Thu ET
federal reserve monetary policy treasury dollar employment inflation interest rate exchange rate macrofinance recession systemic risk economic growth central bank fomc greenback forward guidance euro capital global financial cycle credit cycle yield curve
Berkeley macro economist Brad DeLong sees no good reasons for an imminent economic recession with mass unemployment and even depression. The current U.S. economic expansion can be sustainable over the longer run when the Trump administration helps direct people and resources from low to high-marginal-return productive activities. There is no clear sign of an economic recession with higher unemployment in light of moderate wage inflation, low price inflation below the 2% target, and reasonable real economic output. These fundamental considerations suggest that the current U.S. economic boom is likely to sustain at least over the medium term.
However, envy and greed are often the muses that almost always convince some stock market investors to buy equity stakes at the peak of an asset bubble. Later these stock market investors would wonder why there are no hints of the probable risks or black swans. The same economic rationale also applies to more generic investors who retain an active interest in bonds, currencies, futures, and precious metals such as gold, silver, and platinum etc.
As the Federal Reserve maintains the current dovish interest rate adjustments with Treasury fiscal stimulus packages such as tax cuts and infrastructure expenditures, an economic recession cannot be imminent under normal labor market conditions.
If any of our AYA Analytica financial health memos (FHM), blog posts, ebooks, newsletters, and notifications etc, or any other form of online content curation, involves potential copyright concerns, please feel free to contact us at service@ayafintech.network so that we can remove relevant content in response to any such request within a reasonable time frame.
2023-05-31 11:27:00 Wednesday ET

What are the top global risks in trade, finance, and technology? In this macro report, we focus on the current global risks from inflation and growth con
2017-09-25 09:42:00 Monday ET

President Trump has allowed most JFK files to be released to the general public. This batch of documents reveals many details of the assassination of Presid
2017-11-25 06:34:00 Saturday ET

Mario Draghi, President of the European Central Bank, heads the international committee of financial supervisors and has declared their landmark agreement o
2019-04-25 09:35:00 Thursday ET

Bridgewater hedge fund founder Ray Dalio suggests that the current state of U.S. capitalism poses an existential threat for many Americans. Dalio deems the
2019-10-19 16:35:00 Saturday ET

European economic integration seems to have gone backwards primarily due to the recent Brexit movement. Brexit, key European sovereign debt, and French and
2019-05-07 09:30:00 Tuesday ET

The Trump team receives a 3.2% first-quarter GDP boost as Fed Chair Jay Powell halts the next interest rate hike in early-May 2019. This smooth upward econo