Growth Scare: Yes or No?
Update: 2025-02-28
Description
Alf and Brent unpack the last big market moves which investors are broadly interpreting as a growth scare. Is that the correct interpretation? And in general: are we going to have a US growth scare or not?
Interested in Alf's institutional macro research?
Contact him (Alfonso Peccatiello) on Bloomberg or via alf@themacrocompass.com
Interested in Brent's daily FX research reports?
Contact him (Brent Donnelly) on Bloomberg or check out Spectra AM/FX
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