Policy
Further US Goods Disinflation Ahead…
Deflationary Pressures In China…
Eurozone Investors Are (More) Pessimistic…
US Fiscal Policy: Gridlocked…
US Hiring Slows, Yet Wage Growth Remains Strong…
Another BoC Rate Hike…
Inflation Nowcast Points To A Moderation In June…
Positive economic surprises have delayed the onset of recession in the United States. But tighter monetary and fiscal policy, slowing global growth, and a looming rebound in policy uncertainty and geopolitical risk suggest that investors should buy insurance while it is cheap.
A perspective on the recent increase in US bond yields and this morning’s employment report.
In this short weekly report, we review some of the most common questions clients asked us in the last few weeks.