Recession-Hard/Soft Landing
Why Aren't High Rates Cooling Australia's Housing Market…
China's Credit Growth Disappoints…
Has The Excess Savings Tailwind To Consumption Already Faded…
US Economic Surprise Index Points To Lower Bond Yields…
The UK Economy Grows Again…
US Jobless Claims Surprise To The Upside…
The BoE Signals Possible Summer Cut…
A Jobs Recession Without An Economic Recession…
In this week’s report, we defend four out-of-consensus claims. Claim #1: Underlying inflation in the US is not reaccelerating. Claim #2: The US labor market is set to weaken abruptly. Claim #3: The S&P 500 will drop to 3700 in 2025. Claim #4: Japan is not in danger of a currency crisis.
Is Health Care Set To Outperform…