Economy : Why the US inflation story is over now it is recession... - Printable Version

+- SG Talk (https://sgtalk.net)
+-- Forum: SG Talk (https://sgtalk.net/Forum-SG-Talk)
+--- Forum: Market Talk (https://sgtalk.net/Forum-Market-Talk)
+--- Thread: Economy : Why the US inflation story is over now it is recession... (/Thread-Economy-Why-the-US-inflation-story-is-over-now-it-is-recession)

---

Economy : Why the US inflation story is over now it is recession... - sgbuffett - 01-07-2022

The play changes....stay on top of things.

In US used car prices have crashed. Housing price is falling. Commodity prices have fallen across the board. Oil is left at high level but has started falling. If I have any oil stocks I will sell now as the story is about to change.

Without stimulus the US economy is entering recession. The recession will help to cool off the tight labor market and cool things off.

I believe the stock market volatility will decline as rate hikes risk taper off. The market may go into a long slow decline. 

I don't see another catalyst for a US rally for sometime.

The real action is actually in China/HK as Chinese govt roll out suceessive stimulus and packages....and many blue chips and big techs are still very cheap.
.

---

RE: Economy : Why the US inflation story is over now it is recession... - singlon - 01-07-2022

intermission
Is Japan Blackhole weapon effective?

Fed soft landing out of the question even with planned rate hikes with 2 0.5 and 0,25 there after into 3~4%


only 3 instances of no recession

---

RE: Economy : Why the US inflation story is over now it is recession... - singlon - 01-07-2022

Those who believe QT will float the boat some how r out of their minds

---

RE: Economy : Why the US inflation story is over now it is recession... - singlon - 01-07-2022


only 2 important period 1980 and 2015
Volcker 20% ,and ZERO

---

RE: Economy : Why the US inflation story is over now it is recession... - sgbuffett - 01-07-2022

Commodity prices down.

---