Will Powell use the labor market as an excuse to cut rates quickly, while Ueda discusses raising rates in Japan? The QCEW-based revisions could give the Fed enough justification if they decide to move swiftly, even though the quality of QCEW data has been mixed...
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 Basic, Premium or Crypto plan. Already a member? Login...
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...
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.
Yesterday’s CPI print was soft overall and the only thing that is standing in the way of Powell’s cutting cycle not having begun already are the transportation and shelter components of the basket which are proving sticky.
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