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bearish
•
Macroeconomics
•
03 Jun 2021 01:10
TMI Snapshot: Did Labor Shortages Continue to Hamper Payrolls Growth in May?
We revisit our labor shortage and wage inflation indicators ahead of May non-farm payrolls; our data sees lingering labor tightness, while other...
Elan Gore
599 Views
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bearish
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Macroeconomics
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06 May 2021 23:31
TMI Snapshots: Is a Tight Labor Market Already Slowing Payrolls Growth?
While our US employment sentiment indicators continued to improve in April, an outlier +2.5x increase in reports of labor shortages may temporarily...
Elan Gore
522 Views
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bearish
•
Cross Asset Strategy
•
07 Apr 2021 14:56
US 10 Year Yield – What to Watch
A more cautionary short term picture is beginning to unfold indicating lower US 10 year yield which raises questions for other markets including US...
Shyam Devani
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207 Views
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bearish
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Cross Asset Strategy
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27 Mar 2021 13:16
FX Summary Discussion at End of Q1
A summary radio discussion on foreign exchange and other financial markets as we approach Q2. Topics include the US, Europe, China, Oil, Bonds, and...
Shyam Devani
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279 Views
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bearish
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Cross Asset Strategy
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25 Mar 2021 13:24
Oil, Stocks, Bonds - Back to Basics
The recent weakness in Oil coupled with the bearish indication in equities may create a near term bid for Bonds as a more 'traditional'...
Shyam Devani
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238 Views
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