Ep. 204: Claudia Sahm on Inflation Risks, Fed Cuts, and Recession
Claudia Sam, an expert in monetary and fiscal policy, forecasting, and recession indicators, has advised top decision makers and founded Stay at...
5 Things We Watch – Meeting Minutes, Cyclical Momentum, Natural Gas, Excess Retirements & China
The possibility of a comeback for both the manufacturing sector and inflationary pressures have reached the desks of macro enthusiasts, but...
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FX Daily - USD Softer as Yields Retreat
Trading was quiet Monday, with investors eyeing earnings reports (from tech behemoths) and event risk (Fed speakers, FOMC minutes) due later this...
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US Dollar: Trend Reversal or Start of Bull Run
U.S. interest rates have been climbing since early January 2024 after reaching their lowest points between December 27th and January 11th.
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Positioning Watch – Low FX volatility provides cheap leverage for a rebound in manufacturing
Hello everyone, and welcome back to our weekly Positioning Watch. Markets were caught on the wrong side of expectations last week with PPI coming...
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