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MNI Global Macro Outlook - Mar 2022: Two Big Shocks

GLOBAL

MNI's March 30 Global Macro Outlook meeting focused on the impacts of two big shocks over the previous month: Russia invading Ukraine, and the rapidly shifting Federal Reserve tightening outlook. For full publication, see email sent to MNI clients or visit our website.


Topics included:

  • Stagflation more about the “flation” than the “stag” so far
  • Assessing global confidence
  • What’s the Chicago Business Barometer telling us about the state of the US economy? (note, published prior to the Mar 31 release of the March report)
  • Monetary policy responses (and lack thereof)
  • Longer-term charts at breaking point

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