Is the US Labor Market Signaling a Recession?
Both the unemployment rate and claims gap combined could potentially emit a more reliable signal of US labor market conditions.
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Fed Snap (Jul 31 Meeting): Current & Future Takeaways
As financial markets gear up for the initial Fed pivot, the future interest rate path remains foggy and uncertain at this time.
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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.
203 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.
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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.
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