Weekly Oil Views: Crude Collapses in Trade War-Led Market Meltdown
Investors dumped stocks and other risk assets, including oil, and fled into the safe havens of US dollar, the yen and gold last week, as the USÂ and...
659 Views
Roaring Labour Market Despite Renewed Signs of Broad-Based Weakness in ISM
The first two data points for April 2019 were contradictory -- with a powerful surge in non-farm payrolls (263,000 net new jobs, far ahead of...
435 Views
Inventory-Driven Positive US Growth Surprise Is a Chimera
The advance estimate of US real GDP for 1Q 2019 (reported before export and import data for March are available) showed a surprisingly strong...
574 Views
Seismic Shift in Fed's View Driven by Anaemic M2, Implying US$-Weakness and an EM-Positive Year
Fed chairman Jay Powell's extraordinary flip-flops over the past 3 months have left his communication strategy in tatters (unsurprising, given that...
702 Views
House Loss Is a Mild Setback for Trump; Yield Curve Likely to Flatten as Fiscal Challenges Emerge
The US has returned to divided government, after two years in which the Republicans controlled all branches of government. The Republican majority...
555 Views