Why Demand Will Become Even More Scarce
Why Demand Will Become Even More Scarce
Executive Summary Anemic employment & wages growth depresses the odds of near-term interest rate hikes Why energy costs increases are experiencing a lull, keeping inflation lower than many expected The demographic arguments for deflation Why the US is becoming more vulnerable to a repricing of natural gas — vs oil — in the coming decade If you have not yet read Part I: When Every Country Wants to Sell, Who Buys?, available free to all readers, please click here to read it first. The most recent US jobs report was once again a disappointment, despite the headline number of 192,000 jobs created.
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