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German inflation expectations cooling, Bundesbank says | Hellenic Shipping News Worldwide

German inflation expectations subsided last month, even though consumer prices surged and the country’s central bank warned of a further rise in the months ahead, a survey by the Bundesbank showed on Tuesday. German households expected an inflation rate of 2.4% over the coming 12 months, a marked decline from the 3.1% seen in December, .

Consumer sentiment worsened in the week after Budget: CMIE

US: UoM Consumer Sentiment Index drops to 76 2 in February vs 80 8 expected

How To Spot A Bubble - Reckless Speculation is a Telltale Sign

By Roman Chuyan, CFA Our Equity Model’s 6-month forecast for the S&P 500 turned significantly negative on economic factors and record market valuation. Along with our Short-Term Risk model, this dictates defensive positioning. Our 6-month Equity Model turned significantly negative at ‑7.9% in January on economic factors. The economic component of the model dropped sharply and turned negative this month, to -4.2% (see Market Outlook). In addition, market valuation has risen to extremely overvalued levels. Congress passed over $3 trillion of deficit spending in 2020 to fight the effect of the pandemic. GDP rebounded sharply in Q3 and ended the year down less than 4%, but this rebound was mostly a result of the stimulus money. Consumer sentiment stayed at recession levels, suggesting that people don’t feel much better off financially:

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