Inflation/Deflation
Further Upside For US Consumer Discretionary Stocks…
This week we preview the July FOMC meeting, provide an update on the Fed’s balance sheet and recommend a new TIPS trade.
BOJ: Pressure To Tighten…
What Lies Behind Spain's Resilience…
US Leading Indicators Still Warn Of Recession…
Spain is holding a general election this Sunday and the country is likely to veer to the right. Will this shift threaten European unity and herald a new period of tensions in the Eurozone?
UK Core Inflation Cools From 31-Year High…
In this report, we dissect which markets have broken out and which ones have not, and reflect what this entails for our global macro view. Also, we analyze how the S&P 500 has been taking its cues from a change in the inflation trend. Yet, inflation dynamics are complex, and a falling inflation rate does not mean that the inflation menace has been eliminated.
On Improving US Homebuilder Confidence…
The Euro And Global Growth…