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Jonathan Wilmot
Mar 111 min read
Bearish Divergence?
Typically it’s a warning sign for future economic growth and equity performance when: 1) US Household Survey Employment is...
35 views
Alex Haseldine
Dec 5, 20235 min read
Fours Reasons To Be Thankful
And two to be cautious. Reasons to be cheerful... Rate Shift: over the past 4-6 weeks markets have shifted rapidly towards the idea that...
38 views
Alex Haseldine
Nov 3, 20231 min read
Not Confident
The Fed isn’t yet confident that it has done enough to return inflation to target, but equally not confident that it hasn’t done enough....
18 views
Alex Haseldine
Mar 6, 20233 min read
At Your Service
In February, the non-manufacturing sector accelerated and job creation stayed strong. However, data suggests labour supply has improved...
19 views
Alex Haseldine
Dec 5, 20221 min read
Not As Strong As It Seems
Following last week's robust employment report, the Fed Fund Futures curve barely budged Here are some reasons why
26 views
Jonathan Wilmot
Nov 20, 20223 min read
Unsettled
The Fed doesn’t care that much that inflation has probably peaked; the important question is "where will it settle”?
48 views
Alex Haseldine
Oct 7, 20221 min read
The US Labour Market is Starting to Cool Down
The US labour market is still running hot, with very large numbers of quits and new hiring compared to normal. But the data suggests that...
12 views
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