Laurent Bilke
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laubilk.alt.ms
Laurent Bilke
@laubilk.alt.ms
CEO and Head of Research at Alternative Macro Signals | NLP & ML applied to Macro | Economics and Monetary Policy | Digital Innovation Enthusiast | https://alt.ms
It's only because of the USD dominance that a sovereign crisis had been avoided.

The bar is just higher to get there in the US.

But once the threshold is reached, it won't be different from elsewhere. Confidence is binary: doesn't really matter until you have lost it.

#EconSky #Finsky
April 9, 2025 at 10:30 AM
Actually, the Atlanta Fed GDP forecast fell on an expected net export collapse - not even government spending cuts (not yet). GDP is expected to drop even before government spending cuts are accounted for.

#econsky
March 3, 2025 at 1:36 PM