Part 11/11:
The upcoming months could prove decisive. The yield curve's next move—either re-steepening or inverting—will strongly influence whether the economy experiences a soft landing or slides into recession. While current indicators suggest that inflation easing might allow for rate cuts and a potential rebound, the risk of inflation resurgence or a sudden re-inversion remains.
In conclusion, the 2025 economic landscape is characterized by its unusual divergence from traditional patterns. The yield curve, coupled with labor market data and inflation trends, points toward a critical turning point. Investors and policymakers alike must stay vigilant, ready for rapid shifts that could redefine the trajectory for the global economy in the months ahead.