Inflation 💸. Interest rates💰. Economic growth 📈. For the past few quarters, these factors in the US economy have remained higher-for-longer1. Despite robust economic performance, several factors, including interest rates and sentiment, could impact growth in the remainder of 2024. In this analysis, we explore various scenarios and their potential effects on key indicators: the
Will interest rates be lowered? Will the AI bubble burst? As we progress through the remainder of 2024, two powerful forces—artificial intelligence (AI) and interest rates—loom large on the corporate landscape within the United States. This post will explore various possible scenarios and their impact on the S&P500 Index and the US 10-year Treasury Yield
The potential end to the petrodollar 🛢️1. The maturation of over USD7 trillion in government debt 💸2. The increasing share of non-USD currencies in cross-border transactions and central banks worldwide3. These unprecedented risks have the potential to cause significant USD depreciation and to adversely affect the USD’s standing as the world’s reserve currency, adding fuel