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Seb C

Aug 17, 2023

This is Damien’s Substack.

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January 21, 2024

Summary •2023, a year to remember. Was this time different? •Recession still on the table and what if it already started? •Markets are pricing the best of all world. •Political shenanigans are, again, to be expected in 2024. Be reactive! •Inflation, a last cyclical hiccup? •Don’t exclude a deflation
Jan 22, 2024 10 min read

December 11, 2023

Summary * A short squeeze to remember * Recession still on the table and what if it already started! * Markets tend to anticipate recessions but the brunt of the decline still occurs in the middle of them * A less strong job market than what it seems * Don’t exclude a deflation scare
Dec 12, 2023 10 min read

October 30, 2023

Summary * Farmer’s wisdom * Recession in sight * Households growing despair * Corporations, same dynamic * Private Equity: don’t fall for it, please! * Housing, expect non-linearity * Europe’s “chant du cygne” * China, could it be worse than feared? * Intermarket canaries * Is the Treasury looking toward next November when managing the TGA? * Buybacks
Oct 31, 2023 6 min read
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