KTX AHEAD: Structural Weakness in the US Labor Market; Nonfarm Payrolls Unlikely to Recover
Structural weakness in the US labor market is likely to compel the Fed to reopen the door to interest-rate cuts. These developments should support...
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KTX AHEAD: Jackson Hole 2026: Fed May Fight Inflation Through Its Balance Sheet Rather Than Interest Rates (“Monetary Barbell”)
A "double liquidity squeeze," driven by the Fed's balance-sheet tightening and the US Treasury's use of short-term borrowing to fund buybacks of...
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KTX AHEAD: US Payrolls in Focus: A Turning Point for Fed Repricing?
If upcoming US employment data remain weak, the Fed could face a more difficult policy trade-off when considering further rate hikes. Meanwhile,...
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