BRIDS Weekly Update Economic & Fixed Income Research Monday, February 26 , 2024
Fiscal spending is on the move, with Jan expenditure surging 30.2% y-y despite a 7.2% decline in revenue. We anticipate further growth in Feb.
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Macro Strategy: Assessment on the Growth and Rates Outlook
GDP grew 5.04% in 4Q23, slightly ahead of expectations. Modest Household consumption growth was offset by higher investment.
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Macro Strategy: A Mixed Bag
Fiscal Front Loading will support the consumption growth outlook in 1Q24, with large spending in the final weeks of 2023 as well.
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BRIDS Monthly Update Economic & Fixed Income Research January 2024
The bond market exhibited relatively high volatility in January. The yield on US Treasury experienced an upward trend, climbing from 3.88% at the...
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Macro Strategy - Dissecting the Optics
A surge in Fiscal Operations toward year-end has led to better system liquidity – with further support from front loading spending in 1Q24.
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