TOPICS

• Labor Market
• Fed Rate
• Energy
• Inflation
• Future

Much of this week’s notes are from Mauldin Economic’s Global Macro Update interview with Felix Zulauf. It’s a lot of content and I tried to summarize, but I recommend you watch the original video and check my math.

TOPICS

• Fed Rate
• Energy
• Recession
• Deleveraging Globalization

Recession fears, the fed funds rate and resetting energy expectations

TOPICS

• Labor Market
• Energy
• Inflation
• Recession
• Stock Market

Recession fears, the Fed Rate and resetting energy expectations

TOPICS

• Fed Rate
• Energy
• Recession

Big gap since the last weekly notes posting, so I’ll attempt to summarize the big movers.

TOPICS

• Labor Market
• Fed Rate
• Energy
• Inflation

THIS WEEK

• Labor Market
• Recession

THIS WEEK

• Raw Materials
• Labor Market
• Real Estate
• Recession

THIS WEEK

• Inflation
• Labor Market
• Real Estate
• Globalization

THIS WEEK

• Bankruptcies
• Labor Market
• Real Estate
• Credit

THIS WEEK

• Inflation
• Real Estate
• Currency Trade

THIS WEEK

• Inflation
• Stock Market
• Energy
• Resources
• Famine

THIS WEEK

• Inflation
• Recession
• Real Estate
• Pandemic
• Future

hugo

THIS WEEK

• Big Thought
• Recession
• Labor Market
• Real Estate

THIS WEEK

• Labor Market
• Market
• Inflation
• Real Estate
• Energy
• Debt

THIS WEEK

• Inflation
• Energy
• Credit Crunch
• Sovereign Debt

THIS WEEK

• Inflation
• US Recession
• Real Estate

THIS WEEK

• Credit Crunch
• Oil Prices
• Stock Market
• Future

THIS WEEK

• Fuel
• Inflation
• Recession

What?

On-going thoughts about the economic cycle, when we might see it and what it will look like.

These are a collection of newsletters, articles, and podcast content that I consume and summarize. I try to cite the original source when possible.

Why?

• Because I take notes every week, I’m already doing the work
• I want to share my observations, blog/written seems the most effective
• I want to publicly go on record with predictions, and to revise them