What’s Next For U.S. Monetary Policy Normalization?
The Fed has raised rates seven times since December 2015. Economists and interest rate futures markets project a slowing in the pace of rate hikes...
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Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this...
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Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
481 Views
Supply and Demand Arithmetic of Investment Spending
The slowdown in U.S. productivity growth from its prior trend can in large part be attributed to a flattening out in the capital-labor ratio. ...
360 Views
Don’t Hold Your Breath for a “Blue Wave” in the Midterms
With 80 days to go until the midterm elections, the picture is looking good but not great for the Democrats. The focus of attention is squarely on...
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