Category Archives: LA Econ Club

1. 클럽활동
2. 미팅방식
3. 멤버쉽
4. 모임일정

1. 가장 긴 경제 성장
2. 수익률 곡선 (Partially Inverted)
3. 하락하는 제조지수 Declining G7 PMIs
4. 최저 실업률에도 불구하고 저조한 임금성장
5. 금시세 6년 최고

Bottomline: The macro data is stating clearly the slowdown did not end in Q1. It has extended into Q2. GDP looks to have a 1% handle. Without a China deal uncertainty will remain, given the negativity surrounding such a deal a positive resolution would trigger a massive rally, without such a deal equity prices may have to contend… Read More »