The Eurozone is Entering A Major Recession [Updated Sept 27]
Since monetary policy acts with a lag of 6-12 months, we predict the Eurozone will likely enter into a recession in the 2nd half of 2023 ...
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![The Eurozone is Entering A Major Recession [Updated Sept 27]](https://static.wixstatic.com/media/324566_f2aa32ae9bb4447e9f1c410fb5eb43cb~mv2.jpg/v1/fill/w_326,h_245,fp_0.50_0.50,q_90,enc_auto/324566_f2aa32ae9bb4447e9f1c410fb5eb43cb~mv2.jpg)
InfraCapFunds Mgmt
- Sep 20
- 3 min
Fed Meeting Preview: Mildly Positive Inflection
InfraCap Special Commentary - Today’s Fed meeting is likely to be a mildly positive inflection for the market as the Fed is likely to ...
359 views
InfraCapFunds Mgmt
- Sep 17
- 2 min
The Economy Does NOT Spontaneously Combust!
Most economic forecasters spend an inordinate amount of time focusing on minor influences on consumer spending such as student loan payments
195 views
InfraCapFunds Mgmt
- Sep 5
- 2 min
Bull Case For Treasuries Validated By Recent Data - An InfraCap Weekly Commentary
We continue to forecast that 10-year treasury bonds are finding a bottom in the 4-4.25% area and are likely to rally significantly into year
1,046 views
InfraCapFunds Mgmt
- Aug 15
- 2 min
Fitch Debt Downgrade Impact on Long Term Bond Rates
Some forecasters are now predicting much higher US treasury bond rates partly due to the current fiscal situation and the Fitch downgrade.
310 views
InfraCapFunds Mgmt
- Jul 27
- 1 min
Fed Rate Hike as Expected With Neutral Press Conference
The Fed raised rates by 25 bps yesterday (as expected) and had no significant change to its statement. We believe that the Fed will not ...
361 views
InfraCapFunds Mgmt
- Jul 19
- 2 min
Why Treasury Issuance and Quantitative Tightening Both Unlikely to Impact Markets
Many pundits have warned that heavy treasury issuance post debt ceiling crisis combined with ongoing Fed quantitative tightening would impac
230 views
InfraCapFunds Mgmt
- Jul 12
- 1 min
CPI Prints Cool But Fed Likely to Make Another Policy Error in July
CPI-R, which utilizes housing prices to estimate shelter, was up .3% for the month but only 1.0% Y/Y. We believe PPI will print cool ...
277 views
InfraCapFunds Mgmt
- Jul 5
- 4 min
Why the US is unlikely to enter a recession in the near future - Weekly Market & Economic Commentary
We have asserted over the last year that we believe the US is unlikely to enter a recession and continue to believe that we are not going to
1,122 views
InfraCapFunds Mgmt
- Jun 26
- 3 min
Fed's Focus on Super Core is Misguided - Super Core Ex Autos Comes in at 2.3% - Weekly Commentary
The current Federal Reserve Board continues to focus on the Phillips Curve framework to forecast changes in future inflation based on change
3 views
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September 2023 Market & Economic Outlook Report
The InfraCap team has completed our new Market & Economic Outlook report for September 2023. Due to key influencers in the market ...
August 2023 Update: Infrastructure Capital Real Time Consumer Price Index: CPI-R (w/ July CPI data)
The monthly CPI report for July was released on Aug 10th. Since we believe the current CPI-U calculation is flawed, our CPI-R adjusted ....
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