The Market Sentimentalist - Cock-A-Doodle-Doo
SummaryGeopolitical tension has sharply escalated in the wake of yet another North Korean missile launch aimed in Japan’s general direction. For...
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Asian Dollar Bond Monitor: New Normal or Late-Summer Night Dream
We revisited the Asian US Dollar bond universe, following our original ADBM (dated 24-April-2017). Asian USD bond spreads have staged a come-back...
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The State of the U.S. Labor Market
Maximum sustainable employment is one side of the Fed’s dual mandate and is connected to the price-stability mandate in minds of many at the Fed...
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U.S. CPI Miss: Another Idiosyncracy
U.S. core CPI prices were again below forecasts, rising only 0.1% in July. The year-over-year core CPI inflation rate was unchanged at 1.7% in the...
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U.S. Employment Growth Remained Strong In July
Nonfarm payrolls rose 209,000 in July with private payrolls up 205,000. The unemployment rate slipped to 4.3% in July from 4.4% in June (although...
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