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...
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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. ...
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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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Status Quo Fed Policy Statement
As was widely expected, the Federal Open Market Committee left the fed funds rate target range unchanged at 1.75%–2.0% today (the vote was...
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Fed Chairman Powell’s Semiannual Testimony Before Congress
Fed Chairman Powell delivered the first leg of his semiannual testimony on monetary policy and the economy before the Senate Banking Committee this...
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