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Monetary

Small Business Optimism Improves, But Details Remain Soft…
Japan Growth Stabilizes, But JGBs Still Exposed on Both Tails…
September Fed Cut Odds…
Mexico: Monetary Easing Is Not Over…
The BoE Risks Falling Behind The Curve…
Restrictive RBI Stance Risks Prolonging Slowdown…
Yen Ready To Rally: Short EUR/JPY Now, USD/JPY Later…
US Payroll Revisions Confirm Growth Slowdown…

Economic activity and hiring cooled significantly in the first half of the year. The most important question for investors is whether this signals an imminent increase in labor market slack.

South Africa Cuts Rates, More Easing Likely As Growth Slows…