27th June 2022

  • Powell’s Path to 2% Inflation Needs Luck or, Failing That, Pain

Soft landing hinges on prices falling fast as supply improves

Relying mostly on Fed policy means much higher unemployment

https://blinks.bloomberg.com/news/stories/RDZWBET0AFB4

  • Bond Traders Are Trapped Between Recession and Inflation Fears

‘It’s a tough time to be a high-conviction manager’: McIntyre

Yields have dropped amid growing concern about economic growth

https://blinks.bloomberg.com/news/stories/RDUHV7T0G1KW

  • US Layoffs, Hiring Freezes Are Tip of Labor Market Slowdown

Rising jobless claims, slowing wage growth points to weakness

Fed’s actions to cool demand will increase unemployment rate

https://blinks.bloomberg.com/news/stories/RDXU8ET0G1KW

  • Goldman Says Signs Are Here of Belt-Tightening Impact to Profits

Consumer discretionary, auto sectors at risk: strategists

Equities often rise when households sell aggressively: Goldman

https://blinks.bloomberg.com/news/stories/RE2C4UT0G1KW

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