Asset Allocation Watch: Best not hope for cuts
Recent developments in components of the inflation basket leave us less convinced of the path ahead for the Fed but judging by funds futures, the...
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Recession Nugget: What’s the deal with GDP and GDI
With the spread between GDI and GDP reaching historical levels we ought to dig into the numbers once again to figure out if this is just...
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Central Bank Watch: 5 charts on the Central Bank bonanza week!
It is a big central bank week with the FOMC meeting concluding on Wednesday, while four of the bigger European central banks report/decide on...
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Positioning Watch: Energy is not (yet) a consensus
Over the past week we received the monthly Fund Manager survey suggesting that UK and Europe are now (clearly) underweight relative to benchmark...
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US Economy Watch: The Recession That Never Came… Or?
Key takeaways up front: We see near-term upside risk to inflationThe labor market is softening in tandem with growth in real wages (rising...
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