5 Things We Watch – EU Inflation, US Labor Market, European Money Growth, UK Stagflation & IFO
The doves are back after yesterday’s job openings data which signaled a labor market cooling off, allowing consensus to favor a pause in September. As always, there are plenty of things to dive into in this week’s edition. To read the full article, sign up for a...
Great Game: Ukrainian Breakthrough imminent?
Are the Ukrainians breaking through to Tokmak? Social media is full of rumours and predictions – here’s what you need to know! To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan. Already a...
Steno Signals #62 – The recession is called off (by consensus)
The “no-landing” camp is getting increasingly crowded and even if we do not rule such a scenario out, we find that the probability of outcomes is starting to favor a more conservative approach to risk taking. To read the full article, sign up for a 14-day FREE trial...
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