Inflation in the word recession? Some have stubbornly called for a doomslike recession while others see the economy firing on all cylinders. Our data-based weigh in on the topic.
We have noticed a trend of unionized labor proposing aggressive wage and working demands, thus we thought this would be a good time for a quick wage nugget.
Our services week is hot and running, where we share our take on the rebound in manufacturing amidst a weakening in the services sector. Today we will share some of the takes we have looked at, as well as what lies ahead
The intricacies of the US labor market make it challenging to derive coherent insights. To shed some light on our perspective, here are three charts that aid in elucidating our view
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.
The unwavering strength of the labor market has backstopped the probability of a classic recession, but is data now finally beginning to show what we have all predicted?
With the banking turmoil fading a bit, we thought we’d turn some of our attention elsewhere. It’s not like there is a lack of things to cover in global macro. Once again, we present our timeliest findings and assess how to interpret them.