-
Policy & Macro Weekly Wrap-Up
What is an income-led recession? It is a downturn that begins not with collapsing inventories or credit-driven investment busts, but with households themselves. When real personal income declines, consumption falters, and because consumption is the largest share of GDP, close to 70 percent, the entire economy begins to lose momentum. This is fundamentally different from short-lived inventory corrections, which are quickly reversed, or from investment-led recessions, which typically arise when credit markets freeze. Income-led recessions are more subtle and more persistent, because they erode the foundation of demand. ... (full story)
- Comments / Top
- Subscribe
-
- Older Stories
From youtube.com/markets|Sep 14, 2025China controls nearly the entire supply chain for rare earths — minerals critical for EVs, wind turbines, and fighter jets. Brazil hopes to change that, with companies like Aclara ...
From morningstar.com|Sep 14, 2025|4 commentsFederal Reserve Chair Jerome Powell is likely to muster a slim majority of his colleagues to support a 25-basis-point cut in interest rates on Wednesday, fueled by growing concern ...
From etftrends.com|Sep 14, 2025The Federal Reserve has certainly garnered its fair share of the headlines lately. Whether it was Powell’s Jackson Hole guidance toward a likely rate cut in a couple of weeks or ...
-
- Newer Stories
From brecorder.com|Sep 14, 2025|1 commentChina and the United States kicked off the latest round of trade talks on Sunday in Madrid, where they are set to thrash out their TikTok dispute and President Donald Trump’s ...
From dlacalle.com|Sep 14, 2025|13 commentsIn 2025, the mainstream Keynesian narrative that the United States would inevitably experience a recession and stagflation has proven to be utterly incorrect. The American economy ...
From @DeItaone|Sep 14, 2025|3 commentsTRUMP SAYS HE IS WILLING TO IMPOSE SANCTIONS ON RUSSIA AND EUROPE HAS TO ACT IN A WAY THAT IS COMMENSURATE WITH THE US TRUMP SAYS HE IS STILL NEGOTIATING TIKTOK TRUMP ON FED PICK: I HAVE THREE INDIVIDUALS I FAVOR GREATLY Trump: europe buying oil from russia, must strengthen sanctions Trump: china paying 'a lot' in tariffs
- Story Stats
- Sep 14, 2025 3:00pm Posted byFundamental Analysis14,438
