Labor Market
Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (May 17 at 9:00 AM EDT, 14:00 PM BST, 15:00 PM CEST and May 18 at 9:00 HKT, 11:00 AEST). In addition, we are sending this Quarterly Chartpack that provides a recap of our…
Listen to a short summary of this report. Executive Summary The Dollar Likes Volatility
The Dollar Likes Volatility…
Executive Summary Favor ASEAN And The Philippines
Favor ASEAN And The Philippines…
Listen to a short summary of this report. Executive Summary Global Equities Are More Attractively Valued After The Recent Sell-Off
Global Equities Are More Attractively Valued…
Executive Summary More Chinese Households Intend To Save Than To Invest
More Households Intend To Save Than To Invest…
Executive Summary Rampant talk of a wage-price spiral is premature, ginned up by media reports about union organizing successes and union negotiators’ wins. Recent agreements negotiated by unions have not lit an inflationary fuse, as all major…
Executive Summary Using the real yield on inflation protected bonds as a gauge of the long-term real interest rate is possibly the biggest mistake in finance. The ultra-low real yield on inflation protected bonds captures nothing more than a stampede for…
Executive Summary Economic Growth in Q2 Will Be Much Softer
Economic Growth In Q2 Will Be Much Softer…
Listen to a short summary of this report. Executive Summary Small Caps Are Looking Attractive Relative To Their Large Cap Peers
Small Caps Are Looking Attractive Relative…
Executive Summary In this first of a regular series of ‘no holds barred’ conversations with a concerned client we tackle the hot topic of inflation. Month-on-month US core inflation has already peaked, 12-month US core inflation is about to peak, and…