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Recession-Hard/Soft Landing

ADP Sends Positive Signal On US Employment…
US SLOOS: More Tightening In H2…

Collapsed complexity, plus the unwinding of favourable base effects and favourable seasonal adjustments to the inflation and jobs numbers, all pose a danger to the Goldilocks market.

Global Manufacturing: A Positive Signal From Sweden…
Is The RBA Done With Rate Hikes…
Eurozone Growth Improves, Core Inflation Sticky…
Chile Kicks Off The EM Rate Cutting Cycle…
July Survey Results: H1 2024 US Recession, US Equity Outperformance…
Falling Inflation Could Sow The Seeds Of Its Own Demise…
BoJ Commits To "Greater Flexibility…