18
Oct
The Federal Reserve can avoid a “hard landing”
Temporary GDP growth in Q3. Leading indicators point to a slowdown. Consumption is at risk. New inflation regime. The Fed must adjust its action. The dollar is losing momentum. A "risk on" mode is setting in.
Key points
- Temporary exit from recession expected in Q3
- “Hard landing” still possible in the US
- Leading indicators fall back
- Consumers dip into their reserves
- The Fed can avoid a “hard landing” and deflation
- Inflation slow to show encouraging signs
- The worst is certainly over in the interest rate market
- Will the dollar soon be losing momentum ?
- A “risk on” mode is timidly setting in
