Inflation impact, by P&L component

https://www.lek.com/sites/default/files/PDFs/inflation-inflated-2.pdf

Real GDP impact in trade and technological exchange decoupling scenarios

https://assets.ey.com/content/dam/ey-sites/ey-com/en_us/topics/strategy/macroeconomics-to-sector-cpr-2023-08-31.pdf

New vehicle prices exceed the max amount average shoppers are willing to pay

https://www.coxautoinc.com/wp-content/uploads/2023/09/August-2023-Monthly-Industry-Update.pdf

Ten downside risks to the US economic outlook

https://apolloacademy.com/wp-content/uploads/2023/09/OutlookForPublicAndPrivateMarkets.pdf

Positioning In A Late-Cycle Environment

https://www.financialplanningassociation.org/sites/default/files/2023-08/MRB_PositioningInALate-CycleEnvironment.pdf

New York Fed supply chain index pointing to downward pressure on inflation

https://apolloacademy.com/wp-content/uploads/2023/08/SupplyChainsBackToNormalAugust2023.pdf

Weekly Fed data shows small and large bank lending growth slowing rapidly after SVB

https://apolloacademy.com/wp-content/uploads/2023/08/RegionalBanksOutlookAugust2023.pdf

Freight volumes have declined from their post-pandemic peak

https://web-assets.bcg.com/59/e3/0806f0694fefb8cf6f4e629ba4ff/big-squeeze-in-freight-slideshow-august-2023.pdf

Inflation continue to ease across the board, while core inflation remains at uncomfortable levels

https://www.mckinsey.com/~/media/mckinsey/business%20functions/strategy%20and%20corporate%20finance/our%20insights/global%20economics%20intelligence%20%20executive%20summary%20june%202023/gei-critical-trends-and-risks-june-2023.pdf

Outlook for the US consumer

https://apolloacademy.com/wp-content/uploads/2023/07/US_Consumer_Outlook_July_2023.pdf

Households are running down their excess savings, but still about $1.2trn left

https://apolloacademy.com/wp-content/uploads/2023/07/SlowdownWatch072223.pdf

Green Capex-critical sectors

https://www.goldmansachs.com/intelligence/pages/gs-research/gs-sustain-green-capex-whats-on-track-and-spare-capacity/report.pdf

Resilient US Consumer & Economy

https://media.licdn.com/dms/document/media/D4E1FAQGdfWlNumhSRQ/feedshare-document-pdf-analyzed/0/1689053861657?e=1689811200&v=beta&t=jrHCnb8Xzfwjf8iCE_cKE897nItlZnocTng7J5sE7pY

Consumer spending on services remains relatively strong, likely contributing to "stickier" inflation

https://www.truist.com/content/dam/truist-bank/us/en/documents/article/wealth/insights/2023/market-navigator-june-2023.pdf

U.S. economy is expected to be weak in 2023 and remain weak in 2024

https://www.truist.com/content/dam/truist-bank/us/en/documents/article/wealth/insights/2023/market-navigator-june-2023.pdf

The most important probable future developments

https://cypruseconomicsociety.org/wp-content/uploads/2022/07/CES-ANNUAL-LECTURE-Branko-Milanovic-26MAY22.pdf

US recession: initial claims catch up; no outliers left

https://www.macrovoices.com/guest-content/list-guest-publications/5064-variant-perception-macrovoices-may-2023/file

Air transport is tightly linked to economic development and geography

https://www.airbus.com/sites/g/files/jlcbta136/files/2023-06/Airbus%20Global%20Market%20Forecast%202023-2042%20Presentation.pdf

The Beveridge Curve is Shifting Inwards, Delivering the Largest Decline in Job Openings Outside of a Recession

https://clientfirstfs.com/wp-content/uploads/2023/05/Goldman_Sachs_Global_Views-Climbing_the_Wall_of_Worry_05-11-2023.pdf

What next: global economics

https://www.idi.org.il/media/20913/eli-hurvitz-conference-2023-presentation-of-martin-wolf.pdf

Global Economy | Diverging Patterns

https://www.raymondjames.com/-/media/rj/dotcom/files/advisor%20opportunities/monthly-strategy-snapshot

The market remains oversupplied as freight capacity remains resilient and demand falls

https://fleetnewsdaily.com/wp-content/uploads/2023/05/Uber-Freight_Q22023_MarketUpdate.pdf

Declines in home sales tend to lead to recessions

https://stanlib.com/wp-content/uploads/2023/05/Guide-to-the-Markets-JPMAM-Apr23-final.pdf

Inflation and Employment

https://www.ohsers.org/wp-content/uploads/2023/05/2023.05-Board-Materials.pdf

Despite setbacks in 2022, China is still the most promising market for luxury goods

https://www.bain.cn/pdfs/202302081014395873.pdf

High Inflation Expansions Tend to be Shorter.

https://olui2.fs.ml.com/publish/content/application/pdf/gwmol/me-cio-weekly-letter.pdf

What is back to normal after Covid?

https://apolloacademy.com/wp-content/uploads/2023/05/WhatIsBackToNormalAfterCOVIDMAY5.pdf

The Market is Digesting Three Distinct Economic Outcomes

https://www.nepc.com/wp-content/uploads/2023/04/The-U.S.-Economys-Landing-Path-Q1-2023-Market-Webinar-Presentation.pdf

Rising prices are impacting all areas of the home

https://nielseniq.com/wp-content/uploads/sites/4/2023/04/Pricing-Promotion-Tools-Best-Practices.pdf

Savings Unlikely to Support Spending Like in 2022

https://www.westendadvisors.com/wp-content/uploads/2023/04/WEA-Macroeconomic-Highlights-2023-Q2.pdf

Inflation Outlook - Goods Inflation Driver Of Powell's "Disinflation"

https://dwyerstrategy.canaccordgenuity.com/wp-content/uploads/2023/04/DwyerStrategy-April-23-Macro-Slide-Deck.pdf

Shift from goods to services in US consumer spending

https://apolloacademy.com/wp-content/uploads/2023/03/SlowdownWatch2023-0312.pdf

Inflation vs. Interest Rates Over the Long Term

https://www.urs.org/documents/byfilename/@Public%20Web%20Documents@URS@External@Event@2023@Jay@@application@pdf/

Inflation Drivers and Expectations

https://ipers.org/sites/default/files/2023-03/0324203%20Board%20Meeting%20Materials.pdf

Consumer spending is almost back to trend

https://www.seic.com/sites/default/files/2023-04/SEI_US_SollowayQuarterlyEconomicOutlookQ12023_%20Long_5370260.3.pdf

Slowing Economic Growth Brings Increased Challenges and Risks

https://www.westendadvisors.com/wp-content/uploads/2023/04/WEA-Macroeconomic-Highlights-2023-Q2.pdf

After surge, core PCE inflation is past its peak; multi-year process to get back to 2%

https://www.budget.ny.gov/pubs/supporting/forecast/fy24/varvares-us-outlook-fy24.pdf

investors pointed to inflation, Federal Reserve policy, and geopolitical risks

https://web-assets.bcg.com/d4/83/b29d056840ddad837cbd33febf17/investor-pulse-q1-23-slideshow-230323.pdf

key risks in the most important world economies

https://www.bain.com/globalassets/noindex/2023/bain_recession_outlook_february_2023.pdf

Unemployment rates remain relatively low in all surveyed economies

https://www.mckinsey.com/~/media/mckinsey/business%20functions/strategy%20and%20corporate%20finance/our%20insights/global%20economics%20intelligence%20executive%20summary%20february%202023/global-economics-intelligence-critical-trends-and-risks-february-2023.pdf

Global AUM by asset type ($T)

https://bebeez.it/wp-content/uploads/2023/02/Bain-Report-Global-Private-Equity-Report-2023_compressed.pdf

Alternatives fundraising

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/guide-to-alternatives/mi-guide-to-alternatives.pdf

Share of global personal luxury goods market (€ billions)

https://www.bain.com/globalassets/noindex/2023/bain_digest_renaissance-in-uncertainty-luxury-builds-on-its-rebound.pdf

Economic cycle in the US

https://www.signetmanagement.com/wp-content/uploads/2023/02/Outlook2023_2023_01_31.pdf

Extreme Indebtedness

https://kfafunds.com/resources/presentation/2022_12_31_bndd_presentation.pdf

Growing Share of World GDP

https://fppta.org/wp-content/uploads/2023/01/2023-01-ABS-Global-Investments-The-Evolution-of-Emerging-Markets_-FPPTA_WIDE-SCREEN.pdf

Quarterly Economic Report: 4th Quarter 2022

https://www.svb.com/globalassets/trendsandinsights/reports/sam-4q-2022-ecobook.pdf

Employment picture by sector

https://assets.realclear.com/files/2023/01/2106_unemployment.pdf

Vanguard's economic forecasts

https://www.vanguard.co.uk/content/dam/intl/europe/documents/en/vemo-2023-gbp-en-pro.pdf

Prices in my country will increase faster than people's incomes

https://www.ipsos.com/sites/default/files/ct/news/documents/2022-12/Ipsos%20Global%20Advisor%20Predictions%20Poll%20for%202023.pdf