Money/Credit/Debt
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…
Executive Summary US Military Constraint: Strait Of Hormuz
Will Iran Crisis Be Averted…
Executive Summary The Recovery of Chinese Property Market Relies On Home Sales
The Recovery of Chinese Property Market Relies on Home Sales…
Listen to a short summary of this report. Executive Summary A Beacon Of Hope For AUD
A Beacon Of Hope For AUD…
Highlights The risk of a US recession has increased sharply over the past several months. We have not yet concluded that a recession over the coming year is inevitable, but substantial (further) supply-side and pandemic-related disinflation is likely…
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 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…
Executive Summary Dollar Still The Largest Global Reserve Currency
Dollar Still Dominating Global Reserves…
Executive Summary Iran Reaches Nuclear Breakout
Biden And Putin Court The Middle East…
Listen to a short summary of this report. Executive Summary The odds of a recession in the US are lower than widely perceived. The probability of a recession is higher in Europe, although this week’s partial resumption of gas flows…