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5 Things We Watch – Fed, ECB, BoJ, RBA & Credit

5 Things We Watch – Fed, ECB, BoJ, RBA & Credit

It’s central bank week again, and that of course means that we provide you with all you need to know ahead of the big meetings. Recent inflation numbers have pause written all over it, but will central bankers keep their hawkish tone?

Something for your Espresso: Are these ISM numbers recessionary?

Something for your Espresso: Are these ISM numbers recessionary?

We are back to the good old discussion on whether eight straight months of manufacturing contraction equals a recession or not. The jury is still out, and equity markets have not received the memo yet in case. The ISM Services will be a guiding star, but not a decisive one.

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