Macro Nugget: Is this beginning to smell like a US recession?
Unemployment and housing have worsen over the course of July! To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a member? Login...
Steno Signals #113 – Neither Inflation, Growth, Nor Liquidity is rising right now
We track the probability of rising growth, inflation, and liquidity momentum in real-time on a daily basis, and the developments since the start of July have been notably weak. This is the kind of setup needed to prompt central banks to restart their actions. To read...
Macro Nugget: US house owners loving the lower rates
With the entire yield curve shifting gradually down over the course of late July and early August American house owners have taken advantage of the lower rates and refinanced their mortgages.
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