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HomeEconomyMacro Briefing: 10 April 2023

Macro Briefing: 10 April 2023




* US Navy challenges Beijing in South China Sea amid present of pressure close to Taiwan
* Finish of rate-hiking cycle could also be close to
* US is constructing new factories at a livid tempo
* Is the bond market over-estimating the danger of deep recession?
* Half-empty workplaces are a threat issue for banks
* Apple’s private pc shipments fell 41% within the first quarter
* Tesla will open mega-factory in China to supply batteries
* Housing knowledge suggests sector correction could also be ending
* Development in US payrolls slows in March:

S&P 500 earnings on monitor to report a second consecutive decline in quarterly earnings. “From a company earnings perspective, we’re already in a recession,” says Eric Gordon, head of equities at Brown Advisory.


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