Soft landings 🟩 have only occurred in the wake of a Fed tightening cycle when inflation was muted. 1966, 1985, 1995, and 2019. Things could be different for other reasons; I’ll believe it when I see it. So far #HOPE is playing out in sequence. #macro #pivotwindow pic.twitter.com/xfnEcHr6g3
— Kantro (@MichaelKantro) January 28, 2023
Consumer spending growth is decelerating in every major category, from services to goods.
The squeeze on households is becoming clear. pic.twitter.com/14eIJBScWz
— Eric Basmajian (@EPBResearch) January 28, 2023
Welcome to the upside down pic.twitter.com/YsLkmtJT5b
— Markets & Mayhem (@Mayhem4Markets) January 28, 2023
https://twitter.com/MFHoz/status/1619071250814631936
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