The Next Economy by Florian Kronawitter

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Second Wave or Bump in the Road?
Checking in on US inflation
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Florian Kronawitter
10

March 2024

On Private Credit
Why it is not a bubble. Plus how I've decided to hedge for the still existing Q2 risks
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Florian Kronawitter
7
A Dovish Powell
Implications from a very important FOMC meeting. How I adjusted my asset allocation, including Gold, Gold Miners, FTSE 100, Nasdaq, Dow Jones and Tesla
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Florian Kronawitter
15
Is the S-Word in the Room?
A brief market update
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Florian Kronawitter
6
On Liquidity
A forecast for the coming quarter and the remainder of the year
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Florian Kronawitter
10

February 2024

February Inflation
Important considerations for one of the most pivotal datapoints of the year
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Florian Kronawitter
4
Is MMT the answer?
A brief critique on a controversial theory
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Florian Kronawitter
6
Front and Back of Mind
A brief check-in on capital markets
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Florian Kronawitter
6
Labor Day
Has the path been decided? Plus why I have added long US Industrials, short REITs
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Florian Kronawitter
14
Hawks and Supply
Reviewing yesterday's two important events, the Fed and the QRA
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Florian Kronawitter
20

January 2024

Is the Honeymoon Over?
Several signs point to an end of immaculate US disinflation
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Florian Kronawitter
15
Housing vs Disinflation
The key battle for the future of the US economy. Plus some more on China
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Florian Kronawitter
16
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