Tightening Cycle is Approaching Stage 3 _charts_Feb 2023_v3Tightening Cycle is Approaching Stage 3 _charts_Feb 2023_v3Tightening Cycle is Approaching Stage 3 _charts_Feb 2023_v3Tightening Cycle is Approaching Stage 3 _charts_Feb 2023_v3Tightening Cyc
- Paper
- Feb 14, 2023
- #BusinessCycle #EconomicGrowth
Odds favor a third stage of this tightening cycle likely to be marked
either by an economic downturn or failure to meet the inflation target,
prompting more tightening. Either would...
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Matthew C. Klein @m_c_klein
ยท
Feb 23, 2023
"business sources of funds from profits and credit have rolled over and turned negative. As you would expect, when this happens, they cut back first on buybacks and M&A, then on capex, and last of all hiring" [link] <-- good read, ht @dampedspring (link fixed)