Alex HaseldineDec 11, 20232 min readStrategy & Economics PostsUS Labour Market: Almost Back to Normal Friday's US employment report showed that the rate of private payroll gains ticked up slightly, but at 1.3% the annualised rate in...
Alex HaseldineMar 10, 20232 min readStrategy & Economics PostsSlowly, Slowly, Catchee MonkeyCompetition for workers has been fierce but it now seems to be cooling down. Perhaps the Fed can afford to be more patient.
Jonathan WilmotSep 13, 20221 min readStrategy & Economics PostsDangerous TerritoryToday’s US CPI report delivered another shock to markets by giving investors even more reason to fear a Fed policy mistake.