September Payrolls: The Economy's Doing Fine
The Q3 slowdown in payroll growth (smaller than previously advertised) is a productivity story, not a recession story. See charts below:
September Payrolls: The Economy's Doing Fine
False Alarm?
Flirting with Fifty
PMIs: Heading into Autumn?
US PCE Report: Still Shopping
Three Cuts or Four?
Global IP, Risk Appetite and Earnings
Not as Bad as it Feels
Swing Low
It Ain't Necessarily So
Semi-Normal
At Your Service
Messy Momentum
Goods News
China's Solar Eclipse
EZ Production Stabilising as Energy Squeeze Abates
A Window Open in July?
Europe:Trying to Do Better
Picking Up Steam?