EPISODE · May 17, 2025 · 7 MIN
Fund@mental Weekly Review May 16th (EN)
from Fund@mental Weekly Review
Recovery Signs… or Fiscal Time Bomb? | Fund@mental Weekly ReviewThis week on Fund@mental Weekly Review, we go beneath the headlines to ask:Are we seeing signs of real recovery — or just a temporary pause before a deeper crisis?Here’s what we break down:US-China trade talks resume, with steep but temporary tariff reductionsInflation hits 2% — a positive signal for the Fed?Yield curve starts to normalize, signaling less recession fear30-year Treasury yields near 5%, CDS markets pricing U.S. risk above China and even GreeceTrump’s OBBB fiscal plan: Real fix or just more debt?Full sources and analysis are available on the Fund@mental Insights page:https://www.myfundamental.net/insights
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Fund@mental Weekly Review May 16th (EN)
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