Policy
What’s Behind Rising Economic Surprises…
The Simple Economic Identity Haunting China…
Trump may be slightly favored for the White House but the US election is still extremely close. Odds of a contested or contingent election are rising, which should cause stock market volatility. A Republican sweep should cause more volatility. Democratic gridlock is next most likely but benign for stocks in the short run.
What To Watch
What To…
Mixed DM Flash PMIs
Mixed…
Is Japan A Threat To The US Bull Market…
In this Insight, we evaluate if there is more juice in our macro bet of being long June 2025 CORRA versus SOFR futures, and correspondingly, being short the CAD, for investors with a 1-3 month horizon.
European Consumers: Feeling Better, But Not Good…
BoC: Sticking The Landing…
Fed Beige Book: Sluggish Activity, Resilient Employment…