FOMC march2023 +25bps
Implication of recent banking crisis:
banks will tighten credit >
more stringent loan approvals >
harder to borrow >
less purchases (real estates, retails) >
less biz expansions (biz) >
economic slowdown >
deflation/recession
Real estate is the biggest economic growth factor for most countries (π²πΎ included),
when housing slows down (as banks closing the water tap /+ investors hold back purchases due to uncertainties),
The effect will trickle all the way down the economic chain >> economic slowdown >> worse, recession.
dats 3-6mths down the road aka 2H2023.
#fomc π¦
#creditcrunch π
#housing ποΈ
Implication of recent banking crisis:
banks will tighten credit >
more stringent loan approvals >
harder to borrow >
less purchases (real estates, retails) >
less biz expansions (biz) >
economic slowdown >
deflation/recession
Real estate is the biggest economic growth factor for most countries (π²πΎ included),
when housing slows down (as banks closing the water tap /+ investors hold back purchases due to uncertainties),
The effect will trickle all the way down the economic chain >> economic slowdown >> worse, recession.
dats 3-6mths down the road aka 2H2023.
#fomc π¦
#creditcrunch π
#housing ποΈ
Hereβs a Quarterly Review template I use.
Reflect > Assess > Adjust >>> π―
Source:
quarterly review, sahil bloom
#resource
#quarterlyreview
Reflect > Assess > Adjust >>> π―
Source:
quarterly review, sahil bloom
#resource
#quarterlyreview
Please open Telegram to view this post
VIEW IN TELEGRAM
π° India Announces Trade Settlement in Rupees With Malaysia
$17B worth of bilateral trades btw India-Malaysia.
Malaysia has been aligning to China/BRICS camp in a series of international trade arrangements lately.
#BRICS
#dedollarization
$17B worth of bilateral trades btw India-Malaysia.
Malaysia has been aligning to China/BRICS camp in a series of international trade arrangements lately.
#BRICS
#dedollarization
π¨π³ buying alliance.
π²πΎ DSAI gladly speak bad of dollar reliance.
$39B Biz done. β
π²πΎ DSAI gladly speak bad of dollar reliance.
$39B Biz done. β