Category: Macro Economics
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MyNest US Fund Feb 25
Tariff was the key word of the month. Despite the use of the word in every financial media and conversations, the details and any impact tariff may create is still up in the air.
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The Normalisation of the Yield Curve
Historically inversion of the yield curve had forewarned a recession in the making. After 2 decades of low-interest rates, runaway inflation post-Covid had finally pushed the federal reserves to increase the short-term rates at an unprecedented pace, now at over 5.5%.
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Is this a Sucker Rally?
The stock market rally which begin in Jan of 2023 seem more driven by emotional factors than macro trends. While all signs points to lower inflation (main trigger for last year selloff)
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