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Financial conditions are looser now than they were before
the Fed started hiking. It's almost as if the Fed did
nothing at all |
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00:01 -
04/04/24 |
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Hedge funds are starting to aggressively short US equities
again |
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The ratio between tech stocks and the S&P 500 is now over 2
standard deviations ABOVE its historical mean |
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Commercial real estate remains a risk in the US even after
prices fell the most in at least 50 years. See our blog for
more on how this heightens risks for investors and lenders |
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IMF:
Borrowing cost for governments, households, and companies
could be higher in the future. See our blog for what such a
new normal may mean for the world in the coming years |
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