A Preview of the Fed's September 26 Policy Meeting
The conclusion of Wednesday’s Federal Open Market Committee (FOMC) meeting brings a policy statement, an updated Summary of Economic Projections...
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Fiscally-Fuelled Economy Stays Red Hot, but Trump's Dysfunctional White House Is the GOP's Undoing
The ISM manufacturing index and non-farm payrolls blew past expectations in August 2018, making a 25bp rate hike at the next FOMC meeting (25-26...
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August Payrolls Review: U.S. Labor Market Remained Solid
The August employment report confirmed that the U.S. labor market remained solid (though we already knew this from other employment-related reports...
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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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