Category: RLI

Last Signal Since 20.11.2023: Risk Level 1 (Blue) The macro environment remains negative, with various signals from the RLI increasingly confirming this. My base case scenario is for rising prices until a recession in the USA or a credit event (credit crunch) in the spring of 2024. Especially noteworthy is the BTFP (Bank Term Funding…

Last Signal Since 20.11.2023: Risk Level 1 (Blue) The macro environment is still negative, and various signals from the RLI are now increasingly confirming this. My base case is rising prices leading up to a recession in the USA or a credit event (credit crunch) in spring 2024. The main thing to keep an eye…