Macro Nugget: What growth slowdown?
55 ISM Manufacturing readings come New Year? 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...
The week at a Glance – The cleanest shirt in the dirty laundry
Our nowcasts on the US economy have continued to prove useful for predicting the direction of macro data, with a rebound in US growth looking like the most viable outcome currently, but the momentum in the rest of the world has yet to show, and we are hence on...
Steno Signals #122 – Markets have abandoned the cutting narrative (outside of EZ)
We are left with a market pricing that mostly considers 50bp cuts a feasible scenario in the Eurozone, but the ECB is not a 50bp central bank, especially not if its peers aren’t moving that fast. To read the full article, sign up for a 14-day FREE trial of the The...
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