Coeli_22 by https://padlet.com/mw162/2022 en-us 2022-09-28 13:32:56 UTC 2022-09-29 13:45:51 UTC hello@padlet.com https://padlet.com/mw162/2022/wish/2319367925 Hi ]]> 2022-09-29 13:18:21 UTC https://padlet.com/mw162/2022/wish/2319367925 https://padlet.com/mw162/2022/wish/2319371760 Inflation expectations surprised]]> 2022-09-29 13:20:23 UTC https://padlet.com/mw162/2022/wish/2319371760 If Putin dies, lower energy prices https://padlet.com/mw162/2022/wish/2319373395 2022-09-29 13:21:11 UTC https://padlet.com/mw162/2022/wish/2319373395 Inflation proof today. But more quality and sustaibable growth from 2023…. https://padlet.com/mw162/2022/wish/2319375068 2022-09-29 13:22:04 UTC https://padlet.com/mw162/2022/wish/2319375068 https://padlet.com/mw162/2022/wish/2319376589 High energy / electricty prices during winter will cause inflation to stay elevated in Europe.]]> 2022-09-29 13:22:48 UTC https://padlet.com/mw162/2022/wish/2319376589 Policy mistake - CBs hawkish to long https://padlet.com/mw162/2022/wish/2319376810 2022-09-29 13:22:55 UTC https://padlet.com/mw162/2022/wish/2319376810 https://padlet.com/mw162/2022/wish/2319382488 Price hikes are, anecdotally, harder to implement as of late. A sign that inflation will roll over.]]> 2022-09-29 13:25:49 UTC https://padlet.com/mw162/2022/wish/2319382488 Atomic bomb and the Russian relation to China https://padlet.com/mw162/2022/wish/2319388493 2022-09-29 13:28:31 UTC https://padlet.com/mw162/2022/wish/2319388493 core inflation is falling faster than expected https://padlet.com/mw162/2022/wish/2319400124 2022-09-29 13:34:09 UTC https://padlet.com/mw162/2022/wish/2319400124 financial systems crashes, central banks steps in, stops QT starts QE, accepts inflation, results in melt up in equities https://padlet.com/mw162/2022/wish/2319406131 2022-09-29 13:36:59 UTC https://padlet.com/mw162/2022/wish/2319406131 US going strong for longer - higher for longer interest rates is bad news for the rest of the world https://padlet.com/mw162/2022/wish/2319407288 2022-09-29 13:37:35 UTC https://padlet.com/mw162/2022/wish/2319407288 Conflict in Taiwan, companies pulling out of China https://padlet.com/mw162/2022/wish/2319407408 2022-09-29 13:37:38 UTC https://padlet.com/mw162/2022/wish/2319407408 Scenario https://padlet.com/mw162/2022/wish/2319407612 Business cycle is weakening materially, especially in Europe. Developments in China are a major concern. The US looks relatively strong with strong fiscal support an lower energy prices.

CB's communication and reactions to lower growth and inflation will be key to watch.

Eroded purchasing power may lead to a sudden fall back of inflation. This could be enough for CB:s to halt and eventually reverse policy. This in turn could be an inflection point for risk assets.]]> 2022-09-29 13:37:42 UTC https://padlet.com/mw162/2022/wish/2319407612 consumer demand crash https://padlet.com/mw162/2022/wish/2319410854 2022-09-29 13:39:15 UTC https://padlet.com/mw162/2022/wish/2319410854 property price crash in the Nordics https://padlet.com/mw162/2022/wish/2319414987 2022-09-29 13:41:26 UTC https://padlet.com/mw162/2022/wish/2319414987