Labor Market
Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (August 16 at 10:00 AM EDT, 15:00 PM BST, 16:00 PM CEST). In addition, we are sending this Quarterly Chartpack that provides a recap of our key recommendations and some…
Listen to a short summary of this report. Executive Summary Chart 1The Dollar Has Broken Below The First Line Of Support
The Dollar Has Broken Before The First Line Of Support…
Listen to a short summary of this report. Executive Summary Significant Savings Provide A Moat Around Consumers
Significant Savings Provide A Moat Around Consumers…
Executive Summary Iron Ore & Steel Prices: Facing Downward Pressure
Iron Ore & Steel Prices: Facing Downward Pressure…
Executive Summary High profile economists Larry Summers and Olivier Blanchard have recently cast doubt on the Federal Reserve’s claim that a soft landing is possible for the US economy. We explore the arguments from both sides of the debate and conclude…
Counterpoint’s August schedule: Next week, I am travelling to see clients in Australia, New Zealand, and Singapore, so we will send you a report on China’s 20th National Party Congress written by our Chief Geopolitical Strategist, Matt Gertken. Given that the…
Listen to a short summary of this report. Executive Summary Investors Are Pricing In A Much More Aggressive Tightening Cycle Than At The Start Of The Year
Investors Are Pricing In A…
Executive Summary If a loss of wealth persists for a year or more, it hurts the economy. The recent $40 trillion slump in global financial wealth is larger than that suffered in the pandemic of 2020, the global financial crisis of 2008, and the dot com…
Executive Summary Peak Fed Funds?
Peak Fed Funds…
Executive Summary The ECB finally exited negative interest rates last week. In exchange for higher rates, the doves received an ambitious anti-fragmentation tool, the TPI. The ECB deposit rate is likely to reach between 1% and 1.5% by the summer of…