The hottest Market expectations Substack posts right now

And their main takeaways

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Inflation's Back. And it's Worldwide again.

cryptoeconomy • 2378 implied HN points • 19 Jan 24

💰 Finance Inflation Government spending Financial Stability Market expectations Central Banks

Despite predictions, inflation is back stronger and on a global scale.
Inflation rates are on the rise worldwide, impacting various sectors like services and transport.
High government spending and financial uncertainties may be driving the persistence of inflation.

Soft Landing

The Transcript • 943 implied HN points • 16 Jan 24

💰 Finance Market expectations Economic Growth

The consensus is leaning towards a soft landing in the economy.
Consumer spending remains strong with high savings levels.
There are differing opinions between the Fed and the markets regarding potential rate cuts.

The Fed should hit pause and give us a chance to catch up

Stay-At-Home Macro (SAHM) • 1100 implied HN points • 06 Apr 23

💰 Finance Monetary Policy Economic Indicators Market expectations

The Fed should consider pausing rate hikes to allow the economy to catch up
Moving too fast with monetary policy can harm the recovery
Market expectations of rate cuts and the Fed's stance may lead to uncertainty

Running Ahead

The Transcript • 19 implied HN points • 22 Jan 24

💰 Finance Economy Market expectations Strength

Market excited about potential rate cuts in 2024
Expectations may be higher than reality
Economy appears strong, reducing chances of multiple rate cuts

The Disinflationary Process Continues

Apricitas Economics • 87 implied HN points • 15 Apr 23

💰 Finance Inflation Monetary Policy Market expectations

US inflation is decreasing, especially in energy and core goods.
Food prices, especially at-home food items, are cooling down after disruptions in agricultural markets.
Expectations are high for continued disinflation, with markets and businesses predicting slowing inflation rates.

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