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Unpredictable consequences (7 must point to read) 👇

Unpredictable consequences (7 must point to read) 👇

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Alessandro (Macro Strategist)'s avatar
Alessandro (Macro Strategist)
May 04, 2023
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Macro Mornings 💡
Macro Mornings 💡
Unpredictable consequences (7 must point to read) 👇
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Hi, and welcome back to The Macro & Business Insights!

Unpredictable consequences

(7 must point to read)

✔ “The events of March are a vivid example of how the sharpest rise in major market interest rates since the 1980s can (and likely will continue to) have unpredictable consequences.”

✔ “China opening, lower energy prices, swifter rate cuts to provide positive offsets.”

✔ “US economic growth has proved to be much more resilient to higher interest rates, energy and other input costs than many expected.”

✔ “The big question going forward is whether the US economy’s resilience to higher rates and recent bank and financial volatility is sustainable or if the impact is just delayed.”

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