This report applies the sectoral balance, real estate cycle, and fiscal flows framework to assess how fiscal and monetary dynamics are shaping risk asset performance. With inflation cooling, unemployment rising, and the Federal Reserve signaling a shift in policy, theTrading real estate, equity and bond markets using fiscal flow analysis, functional finance, demographics and the real estate cycle.I stand on the shoulders of giants such as the work of Professors Wynne Godley, Micheal Hudson, Steve Keen, and ...

Group 1 - The report utilizes a sectoral balance framework to evaluate how fiscal and monetary dynamics influence risk asset performance, particularly in the context of cooling inflation and rising unemployment [1] - The Federal Reserve is indicating a policy shift, which may impact trading in real estate, equity, and bond markets [1] - The analysis is based on key economic indicators represented as percentages of GDP, specifically Federal spending, Non-Federal spending, Net Exports, and Credit [1] Group 2 - The report suggests that an increase in the federal deficit leads to a rise in private surplus, which in turn positively affects risk asset markets [1] - The methodology allows for quick analysis of a country's economic situation using just four numbers, facilitating a deeper understanding of fiscal flows and their implications [1]