August Payrolls Review: U.S. Labor Market Remained Solid
The August employment report confirmed that the U.S. labor market remained solid (though we already knew this from other employment-related reports...
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What’s Next For U.S. Monetary Policy Normalization?
The Fed has raised rates seven times since December 2015. Economists and interest rate futures markets project a slowing in the pace of rate hikes...
405 Views
Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this...
293 Views
Week Ahead in Global Macro: US Consumption, DXY Pain Trade, EZ Confidence, China PMI, Turkey Reopens
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Stay convicted in short Italy versus...
409 Views
Supply and Demand Arithmetic of Investment Spending
The slowdown in U.S. productivity growth from its prior trend can in large part be attributed to a flattening out in the capital-labor ratio. ...
259 Views