Recession?

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How Tight Is the US Federal Reserve? Three Charts That Warn About Upcoming Recession

 

 

We have been warning for months that deteriorating Global Liquidity data will negatively impact the World economy by end-2018. Now, latest economic data point to a worrying wobble in US business activity. We have been concerned throughout this year that the US Fed is hitting the brakes harder than widely believed because rate hikes are occurring on top of balance sheet shrinkage. Reliable bond market metrics point to the real risk of an upcoming slowdown, while the recent collapse in investors’ risk appetite warns that an economic inflexion point is close.

 

 

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