Mega Themes
A message for Foreign Exchange Strategy clients, There will be no report next week, as we take a summer break. We will be joining our clients and colleagues for our annual investment conference to be held in New York, on September 7 & 8. We will resume…
Listen to a short summary of this report Executive Summary On the eve of the pandemic, most developed economies were operating at close to full capacity – the aggregate supply curve, in other words, had become very steep (or inelastic…
Executive Summary The Recovery of Chinese Property Market Relies On Home Sales
The Recovery of Chinese Property Market Relies on Home Sales…
Next week, on September 7-8, is the BCA New York Conference, the first in-person version since 2019. I look forward to seeing many of you there, and if you haven’t already booked your place, you still can! (a virtual version is also available). As such, the…
Executive Summary US Companies Will Attempt To Raise Selling Prices To Protect Their Profit Margins
US Companies Will Attempt To Raise Selling Prices To Protect Their Profit Margins…
Executive Summary Upgrade Euro Area ILBs To Overweight
Upgrade Euro Area ILBs To Overweight…
Listen to a short summary of this report. Executive Summary Back From The Future: An Investor’s Almanac
Dispatches From The Future: From Goldilocks To President DeSantis…
Executive Summary More Regional Divergences Within Our Global LEI
More Regional Divergences Within Our Global LEI…
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 Unit Labor Costs, Not Oil Prices, Are The Key To US Core Inflation
Unit Labor Costs, Not Oil Prices, Are The Key To US Core Inflation…