Recession-Hard/Soft Landing
Excess Savings Were Larger Than We Thought (Part 2…
Excess Savings Were Larger Than We Thought (Part 1…
When Will The Next Recession Arrive…
Two Key Risks To Our Recession View…
The US Labor Market Continues Its Slow Cooling…
Canada's Labor Market Weakens Further…
German Factory Orders Disappoint…
Our labor market indicators have softened meaningfully during the past month but aren’t yet signaling an imminent recession. That said, the Fed can no longer ignore the labor market with the unemployment rate above 4% and rising.
Cooling June Inflation Doesn’t Guarantee A July ECB Cut…
Global PMIs Reveal International Trade Flows Deteriorated In June…