Christina Lagarde says wage data will be “critically important” in deciding when to loosen monetary policy in the EU. So naturally, Steno Research takes inventory of ongoing labour negotiations and rising pay in the EU.
US Economy Watch: The Recession That Never Came… Or?
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.
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Wage Nugget: Are Unions Grabbing The Last Chunk Before Exit?
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.
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5 Things We Watch – ISM, Energy, German manufacturing, US labor market, Global Rates
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
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Macro Nugget: 3 Charts on US Labour market
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
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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.
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Labor Market Watch: The final nail in the Coffin?
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?
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5 Things We Watch: Macro Regime, Oil, Manufacturing Cycle, Labor and The USD
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.