Sluggish U.S. Wage Growth--Blessing or Curse? What's Next?
U.S. wage growth has been more sluggish than what one ought to have expected given the tightness of the labor market. Wage pressures are, however,...
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Why We’re Now Betting On Upcoming Recession?
Crashing Global Liquidity through 2018 have been warning of upcoming economic slowdown by year-end October PMIs in US and globally show marked...
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This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Initiate strategic short 10yr USTs and JGBs...
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S&P 500:Â How Serious Is This Sell-Off?
Serious. It could easily mark the beginning of a bear market.So I have posted below Friday's commentary from Global Markets Review. The previous...
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U.S. Core CPI Prints 0.1% M/M Again; Inflation Rate Holds at 2.2% Y/Y
Core CPI inflation held at 2.2% year-over-year in September on another 0.1% monthly gain (in part due to a sharp decline in used vehicle prices not...
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