***Inflation Special: Why it is Bullish Gold, and (hopefully) the US Economy
"Fed won't cut rates in 2024"
Contents: (4 minute read)
Chief Economist at Apollo proclaims ‘No cuts for 2024’
Inflationary Surge: 1970s vs 1940s Paths
Comment: They Need Us to Save
TS Lombard shows why peak Disinflation is behind us
Pdf reports
1- “Fed won't cut rates in 2024”
The bottom line is that the Fed will spend most of 2024 fighting inflation. As a result, yield levels in fixed income will stay high.
Chief Economist Torsten Sløk at Apollo
1) The economy is not slowing down, it is reaccelerating. Growth expectations for 2024 saw a big jump following the Fed pivot in December and the associated easing in financial conditions. Growth expectations for the US continue to be revised higher…
