Summary:
JPM here:Here Comes The Pivot: JPM Sees Sharp Slowdown In US Economy, "No Further Hawish Developments From The Fed" https://t.co/eE9Xpxhuvl— zerohedge (@zerohedge) January 22, 2022 Goldman here:There's a risk the Fed will tighten monetary policy at every meeting from March, Goldman Sachs economists say https://t.co/qRtaiSrYFN— Bloomberg Economics (@economics) January 23, 2022 How can 2 large firms in the industry have such opposite views?Boeing: “F=ma!” Lockheed Martin: “No! F=mv!”Whaaaaaaaaaaatttttt?!?!?!
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
JPM here:Here Comes The Pivot: JPM Sees Sharp Slowdown In US Economy, "No Further Hawish Developments From The Fed" https://t.co/eE9Xpxhuvl— zerohedge (@zerohedge) January 22, 2022 Goldman here:There's a risk the Fed will tighten monetary policy at every meeting from March, Goldman Sachs economists say https://t.co/qRtaiSrYFN— Bloomberg Economics (@economics) January 23, 2022 How can 2 large firms in the industry have such opposite views?Boeing: “F=ma!” Lockheed Martin: “No! F=mv!”Whaaaaaaaaaaatttttt?!?!?!
Topics:
Mike Norman considers the following as important:
This could be interesting, too:
Mike Norman writes Trade deficit
Mike Norman writes Bond market now pricing in one 25 bps rate cut by Fed in 2025
New Economics Foundation writes What are we getting wrong about tax
Sandwichman writes The more this contradiction develops…
JPM here:
Here Comes The Pivot: JPM Sees Sharp Slowdown In US Economy, "No Further Hawish Developments From The Fed" https://t.co/eE9Xpxhuvl
— zerohedge (@zerohedge) January 22, 2022
Goldman here:
There's a risk the Fed will tighten monetary policy at every meeting from March, Goldman Sachs economists say https://t.co/qRtaiSrYFN
— Bloomberg Economics (@economics) January 23, 2022
Boeing: “F=ma!” Lockheed Martin: “No! F=mv!”
Whaaaaaaaaaaatttttt?!?!?!