Global Macro

https://www.bloomberg.com/news/articles/2021-10-15/consumer-sentiment-in-u-s-falls-to-second-lowest-since-2011?sref=qpbhckVU

When asked to describe in their own words why conditions were unfavorable, net price increases were cited more frequently than any time since inflation peaked at over 10% in 1978-80.

От това по полезно макро - здраве му кажи.
Я да видим какво ще кажеш - къде сме тъдява ?

https://twitter.com/jessefelder/status/1448372794165583874?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1448372794165583874%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fwhere-are-we-market-cycle%3Futm_source%3Dfeedburnerutm_medium%3Dfeedutm_campaign%3DFeed3Azerohedge2Ffeed28zerohedge-onalongenoughtimeline2Cthesurvivalrateforeveryonedropstozero29

Има и добри новини, кой казва, че няма…

Retail sales unexpectedly rise in September as consumers keep spending

Retail sales for the month increased by 0.7%, against the Dow Jones estimate for a decline of 0.2%.
Excluding auto-related sales, the number rose 0.8%, better than the 0.5% forecast.
Compared with a year ago, sales were up 13.9% on the headline number and 15.6% excluding autos.

Тука ще си пиша аз за макрото... който иска да заповяда. Да поспорим малко за стагфлацията :-)

Странно твърдение, според мене. Тейпъринга засяга и supply и demand side.

Tapering is unlikely to slow the economy because markets are functioning well and the issues with the U.S. economy are more about supply-chain disruptions from Covid-19 rather than demand, he said in the Q&A.