The Weekly Brief
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Transportation Costs Drop
Declining global transportation costs are a positive development for recent supply chain woes but may also be a sign of a slowing economy.
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Inflation Crossroads
We’re tracking several key trends that indicate that inflation may soon be on the decline.
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Has Inflation Peaked?
The easing of supply chain pressures combined with lower commodity prices could mean that inflation will soon be on the decline.
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Hawkish Times
The Fed will likely raise interest rates until inflation shows meaningful decline. Unfortunately, we’re in the early stages of that journey.
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CEO Confidence Wanes
Rising costs are dragging down CEO business confidence levels, putting pressure on earnings and raising the risk of a hard landing.
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Labor Imbalance
There are roughly two job openings for every unemployed person in the US today, an imbalance that may increase the odds of a hard landing.
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Tech Cools Down
The US economy remains strong, but we see emerging signs of a slowdown, particularly in the technology sector.
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Stagflation Risks Rising
As inflation expectations rise and growth expectations fall, we are seeing increased risks of stagflation.
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Credit Card Debt Rising
The combined forces of record levels of savings and increased credit card activity indicates that the economy remains strong. Watch the Weekly Brief.