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Labor Market

UK Jobs Market Faces Lingering Inflationary Pressures…
Further US Goods Disinflation Ahead…
US Hiring Slows, Yet Wage Growth Remains Strong…
Another BoC Rate Hike…
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.

A perspective on the recent increase in US bond yields and this morning’s employment report.

Resilient US Labor Market Prompts Equity And Bond Selloff…
Eurozone Retail Sales Stabilize…
Not Much In The Minutes, Wait For Payrolls And CPI…