Consumer Confidence vs INFLATION
The Red Phase was the fall of the CC which lead the Inflation data fall.
-> Of course, when consumers doesn't trust the market, spending fall.
The Yellow Phase describes the effect of the CC falling: IF FALL.
As leading indicator, the rebound of CC show the expansion which is represented by the Green Phase.
-> As we can see, as soon as CC take points, the Inflation rebound too. Not like 2008, this time, CC took 30pts.
⚠️I envisaged a continuation of the fall of the Inflation data but a big chance of rebound in the Inflation.
Moreover, the last seen consolidation of the inflation and the rebound of the CC at the pic of the Inflation is worrying.
We see Strong Economic datas even showing signs of expansion. This delay between inflation and CC has not been that big during 2008.
At the first rate cut there is a big chance of explosion of the Inflation as seen in 2006/2008 or pre-covid. ⚠️
The Red Phase was the fall of the CC which lead the Inflation data fall.
-> Of course, when consumers doesn't trust the market, spending fall.
The Yellow Phase describes the effect of the CC falling: IF FALL.
As leading indicator, the rebound of CC show the expansion which is represented by the Green Phase.
-> As we can see, as soon as CC take points, the Inflation rebound too. Not like 2008, this time, CC took 30pts.
⚠️I envisaged a continuation of the fall of the Inflation data but a big chance of rebound in the Inflation.
Moreover, the last seen consolidation of the inflation and the rebound of the CC at the pic of the Inflation is worrying.
We see Strong Economic datas even showing signs of expansion. This delay between inflation and CC has not been that big during 2008.
At the first rate cut there is a big chance of explosion of the Inflation as seen in 2006/2008 or pre-covid. ⚠️