Labor Watch: What if the Sahm Rule wasn’t even triggered? A contrarian labour market view..
Take aways: Prime age unemployment looks to green light a rate cutISM service employment surprising to the upsideThe Fed will take a decision in...
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Market Watch: Forget about emergency cuts. Here is what the Fed will do next!
Good evening from Europe. I will keep this analysis short and sweet as I know you are all trying to deal with these nasty markets and time is of...
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Asset Allocation Watch – What to buy in the upcoming Fed cutting cycle?
Markets are currently busy preparing for the upcoming cutting cycle from the Fed, expected to start in September. The simple playbook is often...
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US: Strong Growth, Core PCE Inflation at 2.6%YoY Preclude an Immediate Rate Cut
Core PCE increased 3.33% annualized in H1CY24, and was up 2.63%YoY in Jun'24. With real GDP growing 2.8%QoQsaar and 3.1%YoY in Q2CY24, the FOMC is...
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Positioning Watch – No recession betting in markets yet
Hello everyone, and welcome back to our weekly positioning watch. Economic data from the US has been received by markets with a bit more...
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