The US economy may confront big supply shocks coinciding with expansionary fiscal policy, pointing inexorably to higher and more volatile inflation
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What's happening to the economy in America and Europe? Inflation, deficits, and economic growth are hot topics. Yesterday, our Director @FredrikErixon talked with @JohnHCochrane on what should we expect next in a conversation that you can watch here ➡️ https://lnkd.in/efbTTY4B
ECIPE Webinar: The Health of the Economy - Inflation, Regulation, and How to Fix Europe's Growth
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【Current News】"The US Economy in 2025: Beating Expectations and Defying the Odds" Goldman Sachs predicts the US economy will outperform again in 2025, with GDP growth forecast at 2.5% and inflation trending near 2%. Key highlights include: Resilient Growth: Strong consumer spending and a solid labor market lead the charge. Policy Impacts: New tariffs, extended tax cuts, and regulatory changes reshape the landscape. Minimal Recession Risks: A mere 15% chance of recession, reflecting a robust economic foundation. What will these shifts mean for businesses and households? Stay informed! https://lnkd.in/gJZQ73Sr #TheUSEconomyin2025 #logistics #freightforwarding
The US economy is poised to beat expectations in 2025
goldmansachs.com
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What causes inflation? We help you build an inflation safety net!
Since 2022, inflation has been one of the largest threats to the U.S. economy.
What Causes Inflation?
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In times of high inflation, the business focus needs to consider the pricing of its products and services to address the need for its clients to look for cost savings whilst maintaining or improving as much as possible its profits. “there are a few things for managers to consider during this period (High inflation). First is how to deal with the potential for rising prices. The most basic one is to make sure you have a policy in place for when and how you change your prices and do anything you can to lower the cost of making those changes.“ Walter Frick HBR Contributor. With higher business payroll costs, managing them is more important than ever. Inzenius is here to help with its efficiency gains in payroll processing and overall labour management processes capability. #ThatsInzenius #Payroll
Since 2022, inflation has been one of the largest threats to the U.S. economy.
What Causes Inflation?
hbr.org
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“The US economy is in a good place,” writes David Mericle, chief US economist in Goldman Sachs Research. “Recession fears have diminished, inflation is trending back toward 2%, and the labor market has rebalanced but remains strong.”
The US economy is poised to beat expectations in 2025
goldmansachs.com
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Yellen confident in US economy, dismisses stagflation fears raised by Dimon. Forecasts suggest cooling inflation, particularly in housing costs, easing price pressures. Acknowledges prolonged inflation, emphasizes efforts to stabilize prices and promote economic growth. To know more, read the full article on #theenterprise #JanetYellen #USEconomy #Stagflation #Inflation #HousingCosts#globalbusiness #theenterprisenews #followformore #global #finance
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Thank you Mohamed El-Erian Who is to say we are not in a recession as we speak ? When it comes to the stock market it may be just the flow of funds directed each week to aggressulive style investing. Meaning how many individuals who are in pension funds or 401k plans reallocate funds quarterly depending on investing needs. I know plenty of people well into their 50s who are just 100% aggressive in their investing allocation. Also percentage of individuals who invest comparable to 20 years ago has increased dramatically. That means every month or quarter a mass flow of funds maybe just investing to aggressive style. There is no 60/40 allocation right now. Just a thought #economy #rhodeisland #pensionplans
The attached is from The Economist's article on "Why inflation fell without a recession." The only thing I would clarify is that rather than supply shocks being "rare" in the 1990s, there were a series of favorable ones, internationally and domestically. This imparted a dis-inflationary impetus to the global economy--opposite to what is happening now due to reversals in many of these same domestic and international factors. #economy
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@EL That acredited to 2023 Powel new priority fighting recession 2023-24 recession by rate pause, rate cut M7, mega cap trillion cash share buy back, generated trillion capital gain, with 59 % retail investors support consumer spending and service industriess, soared drive sticky inflation over 5.6 % pull US out of 2023-24 recession
The attached is from The Economist's article on "Why inflation fell without a recession." The only thing I would clarify is that rather than supply shocks being "rare" in the 1990s, there were a series of favorable ones, internationally and domestically. This imparted a dis-inflationary impetus to the global economy--opposite to what is happening now due to reversals in many of these same domestic and international factors. #economy
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I'd also add that debt is no longer an extraneous variable that creates "inflationary disruptions," but built into the economic model for most consumption-dependent economies today. When wages stagnate as they have for years relative to labor productivity, debt is the only recourse for sustaining consumption. It is difficult to view the inflationary effects of debt as "disruptions" as The Economist does, because they've become a life-raft of sorts in driving growth, without which we'd have to contend with the real prospects of a very difficult recession. #economy
The attached is from The Economist's article on "Why inflation fell without a recession." The only thing I would clarify is that rather than supply shocks being "rare" in the 1990s, there were a series of favorable ones, internationally and domestically. This imparted a dis-inflationary impetus to the global economy--opposite to what is happening now due to reversals in many of these same domestic and international factors. #economy
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