Job Creation/Growth Priorities Dictate the Unemployment-Inflation Tradeoff
TRAIN (Tax Reform for Acceleration and Inclusion) in play and the government’s BBB (build, build, build) strategy are strong assurances of an...
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No CPI Surge in May But Inflation Above 4% Likely to Persist
Executive Summary: Near-term relief from surging inflation would strongly suggest an MB on hold and thus, bode well for risk asset market...
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Imminent Wage Hike Could Compel Rate Tightening in 3Q18
Executive Summary: In response to broadening disenchantment with rising inflation, Pres. Duterte ordered the regional wage boards (RWB) to review...
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Week Ahead in Global Macro: 'Spitaly' Returns?, Oil Drops, US NFP/PCE, EZ CPI, Turkey, China in MSCI
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We are strategic short Brent oil (through...
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Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
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