InfraCap ManagementOct 612 min readOctober 2024 Market & Economic Outlook Report & Webinar InviteTop Insights for Oct: The monetary base is down $30bn YoY (approximately 0.60%). Typically, the monetary base grows by approximately 5% ...
InfraCap ManagementApr 12 min readWe Estimate a $2 Trillion Liquidity Injection By Central Banks in 2024 - Global Monetary Base Update through Feb 2024We are forecasting that global central banks increase liquidity by approximately $2 Trillion (8%) in 2024 to lower the policy rate by ...
InfraCap ManagementJan 92 min readGlobal Monetary Base - January 2024 UpdateWhile the GMB was up 1% in December, it is still lower by $430 billion over the last 18 months. We believe that tight global monetary policy
October 2024 Market & Economic Outlook Report & Webinar InviteTop Insights for Oct: The monetary base is down $30bn YoY (approximately 0.60%). Typically, the monetary base grows by approximately 5% ...
September 2024 Market & Economic Outlook Report & Webinar InviteThe 80bp reduction in the 10-year interest rate over the last two months has stabilized the housing market. We project that the economy ...
July 2024 Market & Economic Outlook Report & Webinar InviteThe weak jobs report, combined with a clear recent slowing in the economy sets the stage for the Fed to cut rates. We expect the Fed to ...