“counter-cyclical ” could you please explain exactly what cycle(s) you are referring to? Do you mean bond yields? Or the federal funds rate? An what would “macro partying in Q4-Q1” mean? Thanks in advance
Gary November 9, 2022
Economic cycles. Cyclical vs. counter-cyclical. Yields and Fed funds ultimately follow the cycles, which have been created by inflation and deflated by its removal.
Macro party into Q4-Q1 simply means an interim relief phase for the Q4 seasonal into or through January, if it occurs.
Barden November 10, 2022
Thank you. There is an article over at Investopedia on “The Economic Cycle” that names “factors *such as* GDP, interest rates, total employment, and consumer spending”.
They have a video showing enlargements of tiny segments from what looks like a sine wave where — as in many cases of popular articles –the reader has to guess what is on the x and y axes (that is if the average reader has any idea at all what functions are).
They conclude with: “The exact causes of a cycle are highly debated among the different schools of economics”.
Not much the wiser after all that…it just confirms that economics is at most pseudoscience, just like psychology and sociology.
Gary November 10, 2022
I deviate from the well heeled Wharton style views. I think it’s as simple as wax on, wax off in the age of Inflation onDemand. The cycles are regulated by a monetary authority’s machinations.
“counter-cyclical ” could you please explain exactly what cycle(s) you are referring to? Do you mean bond yields? Or the federal funds rate?
An what would “macro partying in Q4-Q1” mean?
Thanks in advance
Economic cycles. Cyclical vs. counter-cyclical. Yields and Fed funds ultimately follow the cycles, which have been created by inflation and deflated by its removal.
Macro party into Q4-Q1 simply means an interim relief phase for the Q4 seasonal into or through January, if it occurs.
Thank you. There is an article over at Investopedia on “The Economic Cycle” that names “factors *such as* GDP, interest rates, total employment, and consumer spending”.
They have a video showing enlargements of tiny segments from what looks like a sine wave where — as in many cases of popular articles –the reader has to guess what is on the x and y axes (that is if the average reader has any idea at all what functions are).
They conclude with: “The exact causes of a cycle are highly debated among the different schools of economics”.
Not much the wiser after all that…it just confirms that economics is at most pseudoscience, just like psychology and sociology.
I deviate from the well heeled Wharton style views. I think it’s as simple as wax on, wax off in the age of Inflation onDemand. The cycles are regulated by a monetary authority’s machinations.