07
Jan
Return of reasonable expectations in the USA for Q1
Declining confidence threatens the economy. Inflationary excessive fears. Fed too cautious again. End of QT imminent. Opportunities in bond markets. Equities continue to rise. Dollar still in demand.
Key points
- US economy still solid in Q4?
- Where is the US economy heading in the short run?
- Leading indicators remain hesitant
- The job market shows no signs of slowing down
- Is the Federal Reserve once again too cautious?
- Trump poses a serious threat to declining inflation
- Trend reversal for $ bonds
- Can the $ uptrend continue?
- Positive outlook for US equities in 2025
