Macro & Market Musings – 3/21/25

Macro & Market Musings – 3/21/25

Comments based on information available as of 7:30am CT on 3/21/2025 Growth: Double-Dip Vibecession It’s not unusual to see sentiment move separately from spending. What matters more than how people feel is how they behave. Despite the significant drop in...
Axiom | Vol 455

Axiom | Vol 455

Week In Review They Might Get Transitory Right, This Time Chairman Powell used a term he hadn’t used in a few years to describe inflation – “Transitory.” Why would he use it again, and how is the economy different now than it was the first time the term was used?...
Axiom | Vol 455

Axiom | Vol 455

Week In Review They Might Get Transitory Right, This Time Chairman Powell used a term he hadn’t used in a few years to describe inflation – “Transitory.” Why would he use it again, and how is the economy different now than it was the first time the term was used?...