Igor DmitrievinLong. Sweet. Valuable.This is Our Minsky MomentThe U.S. economy is entering its “Minsky moment” — a precursor to a major crisis caused by the buildup of unsustainable debt.May 22May 22
Igor DmitrievEconomic Outlook 2024 .. watch out for fiscal crisis and sky-high ratesLeading indicators point towards a major fiscal crisis in the United States as the government spends significantly more than it collects.Feb 4Feb 4
Igor DmitrievEconomic outlook 2023.5 .. update on mortgage and banking crisisInflation remains stubbornly high while job market remains strong. Government debt is flooding capital markets. Banking crisis is not over.Jun 7, 2023Jun 7, 2023
Igor DmitrievEconomic Outlook 2023TL/DR: Expect several quarters of restrictive monetary policy with further fed rate hikes and inflation slowly receding to a sub-5% level…Mar 2, 2023Mar 2, 2023
Igor DmitrievEconomic outlook 2022.5TL/DR: Expect another two to four quarters of recession and inflation slowly receding to a sub-5% level. I think that the Fed’s actions to…Aug 27, 20221Aug 27, 20221