The Next Economy by Florian Kronawitter

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Terra Incognita
Three scenarios for the economy and markets, and which one I think is the most likely
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Florian Kronawitter
24
Stuffed Turkey?
A brief note why I have exited my equity long exposure
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Florian Kronawitter
3
Land of the Rising Yen?
Recent Treasury decisions should weigh on the US Dollar. Possibilities to express that view
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Florian Kronawitter
10
Animal Spirits (Part 2)
Implications from the past weeks' seismic shift in markets
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Florian Kronawitter
11
Animal Spirits
Has today's US inflation data changed the picture for markets into year end?
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Florian Kronawitter
10
Will it Hold?
Why some recent labor market trends are concerning
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Florian Kronawitter
11
Shorts Squeezed, What's Next?
Three scenarios, and what I deem the most likely
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Florian Kronawitter
15
The Treasury Blinked
What yesterday's QRA release means for the economy and markets
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Florian Kronawitter
16
October 2023
The Trap
Why downside risk continues to be elevated
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Florian Kronawitter
17
On Real Rates
And why I see odds for "risk off" in the coming weeks
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Florian Kronawitter
6
On Listening to the Market
What are its guts telling us about the economy?
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Florian Kronawitter
15
On the Middle East
Sometimes words are hard to find
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Florian Kronawitter
2
© 2023 Florian Kronawitter
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