US Recession Has Been Moved To The Right -- Now, 2028 -- May 25, 2023

Locator: 44752ECON.
Locator: 44752JOBS.
Locator: 44752GDP.
Locator: 44752WTI.

Updates

May 26, 2023: link here.

Later, 11:31 p.m. CT: by the way, which sector is most affected by higher interest rates (excluding the housing market which is too decentralized for investors)? Start-up EV manufacturers. We're already seeing start-up EVs ready to go under; higher interest rates -- especially a second increase in rates from here -- will kill start-up EV manufacturers and delay profitability for legacy, deep-pocket automobile manufacturers. Invest accordingly.

Later, 11:31 p.m. CT: the "numbers" this morning mean that the Fed will "raise rates" at least two more times. Does anyone need corroborative data? WTI dropped almost 5% after the numbers came out.

Original Post 

A reminder: it would take ten more 25-bp increases to bring "us" back to historical norms, and somethhing those with cash in money market funds would like to see.

Link here.