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Further US Goods Disinflation Ahead…
US Hiring Slows, Yet Wage Growth Remains Strong…
Inflation Nowcast Points To A Moderation In June…

Positive economic surprises have delayed the onset of recession in the United States. But tighter monetary and fiscal policy, slowing global growth, and a looming rebound in policy uncertainty and geopolitical risk suggest that investors should buy insurance while it is cheap.

World Economy Already In Recession…
On Resilient Services Versus Weak Manufacturing…
Not Much In The Minutes, Wait For Payrolls And CPI…
Declining Producer Prices Foreshadow Lower Eurozone CPI Inflation…
Will The Equity Rally Be Sustained…
Global Manufacturing PMI Deteriorates Further…