未分類 TL;DR
Today's GI regime is Growth Acceleration × Inflation Reacceleration.Financial conditions are tight, the yield curve is f...
2025-12
未分類 未分類 Macro Report for December 1, 2025
TL;DRGrowth × Inflation: Current regime indicates accelerating growth and reaccelerating inflation.Financial Conditions,...
未分類 “`markdown
AutoPress Macro Report - December 1, 2025TL;DRGrowth × Inflation: Current regime is "Growth Acceleration × Inflation Rea...
未分類 November 28, 2025: Growth Accelerating × Inflation Reaccelerating with Tight Financial Conditions, Flat Curve, and Compressed Credit
The U.S. macro regime on November 28, 2025, is characterized by accelerating growth and inflation, tight financial condi...
未分類 November 28, 2025: Growth Accelerating × Inflation Reaccelerating with Tight Financial Conditions, Flat Curve, and Compressed Credit
The U.S. macro environment on November 28, 2025, is characterized by accelerating growth and reaccelerating inflation, t...
未分類 2025年11月28日：成長加速 × インフレ再加速の中で、金融はタイト・カーブはフラット・クレジットは圧縮
**一文サマリ:** 現在のマクロ環境は「成長加速 × インフレ再加速」で、金融はタイト、金利カーブはフラット、クレジット市場はスプレッド圧縮状態にある。* 成長とインフレはともに「加速側」にあり、マクロはややオーバーヒート気味のレジーム。...