Downgrade fever is here. It's coming in from private sources as well as central banks, in the US as well as outside of it. The global economy's loss of momentum has become too much to ignore any longer. While that just means everyone will blame tariffs, all those are doing is waking everyone up to what's been happening for some time already.
Eurodollar University's Money & Macro Analysis
Atlanta Fed GDPNow
https://www.atlantafed.org/cqer/research/gdpnow
Bloomberg Fed’s Goolsbee Warns of Tariff-Induced Pullback in Spending
https://www.bloomberg.com/news/articles/2025-04-01/fed-s-goolsbee-warns-of-tariff-induced-pullback-in-spending
CNBC #RecessionIndicator: Young Americans are losing confidence in the economy — and it shows online
https://www.cnbc.com/2025/03/27/young-americans-are-losing-confidence-in-economy-and-it-shows-online.html
CNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC survey
https://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.html
Bloomberg Pimco Favors Stable Returns From Bonds as Recession Risk Builds
https://www.bloomberg.com/news/articles/2025-04-01/pimco-favors-stable-returns-from-bonds-as-recession-risk-builds
OECD March 2025
https://www.oecd.org/en/publications/oecd-economic-outlook-interim-report-march-2025_89af4857-en.html
OECD December 2024
https://www.oecd.org/en/publications/2024/12/oecd-economic-outlook-volume-2024-issue-2_67bb8fac.html
OECD November 2010
https://www.oecd.org/content/dam/oecd/en/publications/reports/2010/12/oecd-economic-outlook-volume-2010-issue-2_g1ghbb4a/eco_outlook-v2010-2-en.pdf
Bloomberg France’s 2025 Economic Growth Forecast to Be Cut, Minister Says
https://www.bloomberg.com/news/articles/2025-04-02/france-s-2025-economic-growth-forecast-to-be-cut-minister-says
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
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