It doesn’t take much to set reflation expectations on fire these days. With US interest rates near zero (or negative in some parts of the world), a mild uptick in yields inspires a new round of forecasts that a sustained run of higher inflation has finally started.
Daily Archives: Oct 6, 2020 at 07:55 am EDT
Macro Briefing: 6 October 2020
Trump returns to White House with cautious prognosis: WSJ
CDC’s new coronavirus guidance: it can spread on airborne particles: CNBC
US Sec. of State, meeting with Asian allies, criticizes China’s ‘malign activity’: IBT
Two-track recovery unfolding as US economy struggles with coronavirus: WSJ
House antitrust report suggests breaking up Big Tech: Reuters
Global economic recovery slowed in Sep but remains “solid”: IHSM
German factory orders continued to recover in August: MW
PMI survey: US economy continued to rebound in September: IHSM
US services sector expands for fourth month in a row in Sep: MW