Labor Market
On The BoJ's Surprise Hike…
The Fed kept rates steady today, but teed up an initial rate cut in September while putting more emphasis on the employment side of its dual mandate.
Republicans are favored but the election is still competitive. Equities, corporate credit, and cyclical sectors will fall until policy uncertainty is reduced.
US Job Openings Above Expectations, Hires Slow…
Uneven Upside Surprise In Eurozone Q2 Growth…
US Consumers More Pessimistic About Current Economic Conditions…
Aggregate US Labor Market Indicators Continue To Weaken…
Investors hope that the ECB rate cuts priced into the curve will be sufficient to achieve a soft landing in Europe. History argues against this view, but will this time be different?
Real PCE Softer Than Expected In June…
Time To Increase Duration…