Recession-Hard/Soft Landing
Near-Identical Rate Cuts In The G7 Is A Mispricing…
In this Insight, we share our thoughts on yesterday’s FOMC meeting and the Fed’s likely next moves, with implications for US bond strategy.
When will the US also buckle under high rates? We expect a US recession to begin around mid-year. Stay defensive.
Decelerating ECI Consistent With Easing Price Pressures…
Powell Pushes Back Against March Rate Cut…
Sluggish Economic Conditions Persist In China…
Tight Credit Spreads Offer Inadequate Protection…
We describe and explain the wide disparity of wage inflation across G7 economies, and discuss what it means for the Fed, ECB, BoE, and BoJ policy moves in the coming year. Plus: we highlight two investments ripe for reversal, and two investments ripe for rebound.
Can Cyclicals' Outperformance Persist…
Dallas Fed Survey Corroborates Pessimistic Signal From Other Regional Fed Banks…