Macro Nugget: Was the productivity/disinflation story of ’23 a hoax?
In the fall of last year markets were running with the story of increasing productivity and disinflation which led to several rate cuts being priced in heading into 2024. Looking at immigration data the spike in border encounters at the Southwest Land Border during...
Great Game – Trump: Election or Coronation?
This week’s edition of Great Game following a remarkable weekend. While we cover the Trump assassination attempt elsewhere, today we’ll concentrate on the political repercussions and discuss other pertinent issues, such as the Chinese Policy Plenary. To...
The Week At A Glance: Another inflation shocker in the UK paired with a rebound in US retail sales?
Will the UK economy keep delivering out of the ordinary inflation numbers despite the disinflation seen elsewhere, and will the US consumer rise from the weather abyss seen in April/May? Let’s have a look at the week ahead! To read the full article, sign up for a...
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