Almost Half of Global GDP Tracking Unevenly
My G3 nowcasts hint at uneven headline GDP growth prospects across the United States, Euro Area and Japan through 3Q 2024.
197 Views
Is Underlying Inflation Edging Higher, Lower or Flatlining?
The emphasis on underlying or trend inflation is crucial amid the bumpy monthly inflation prints and insofar as other macro risks do not prevail.
228 Views
Fed Snap (Jun 12 Meeting): Current & Future Takeaways
The FOMC, while conjecturing fewer rate cuts in 2024, appears to be divided on the future rate path following the June meeting.
126 Views
Central Banks Globally: Cut, Hike or Pause?
My global diffusion indicator, which consists of DM and EM central banks, synthesizes the current policy rate environment.
236 Views
The Latest CPI Release Teases Markets
The April CPI inflation data, while improving market risk appetite, fails to resolve the continuing debate on the Fed and balance of risks...
176 Views