Australia Unemployment Rate 4.05% (consensus 3.9%) in Apr-24
The unemployment rate in Australia rose to 4.05% in April 2024, exceeding the predicted 3.9% and marking the highest level since January. This...
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Assets May Inflate Like It’s ‘98
Rate cuts are rare outside of recessionary regimes. The 1998 experience seems a more similar historical example for the BoE than 1989 or 2005,...
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Quant Signals: Central Bank Sentiment Indicators
Our updated state-of-the-art Central Bank Sentiment indicators are flagging important changes in communication dynamics since the beginning of the...
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Dominant Dollar (Part 1): Strong Greenback Deters EM Equities
The strong dollar post-Fed rate pause in July 2023 benefits US economy but hurts export-focused businesses and emerging nations' current account...
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Business Cycle Watch – What to buy if manufacturing keeps surprising to the upside?
Hello everyone, and welcome to a short and sweet look at the current business cycle, what to expect, and which assets to buy ahead of what could...
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