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Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
Macro Mondays
Gradual Growth Erosion Amidst Elevated Interest Rates
The US economy is experiencing a slow decline in growth primarily due to persistently high interest rates. Although unemployment rates have increased recently, this can be attributed to temporary job layoffs and the influx of new workforce entrants, which reflects a healthier labor market with high participation. Retail sales may appear strong but do not accurately reflect the overall economic strength. The economy is moderating at a real growth rate of 2% to 3% with inflation also in the same range, while stock prices remain at historical highs. This scenario presents challenges for justifying a significant easing cycle.
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