Industrial production in Europe has been one of the weakest parts of the world economy over the past 12 to 15 months...

Another strong payrolls report for March means that employment growth picked up in Q1:2024.

After Wednesday's FOMC meeting, the Fed signaled that they expect to make 3 rate cuts by the end of this year, and another 3 next year....

Despite the bounce in manufacturing PMI new orders over recent months European industry had a grim start to 2024. January euro area...

The update to the NFIB survey underlines what small cap underperformance has been telling us...

Typically it’s a warning sign for future economic growth and equity performance when: 1) US Household Survey Employment is...

Nonfarm payrolls grew by 275k, (but after taking into account downward revisions for December and January, it was 108k)

Euro area goods demand should be resurgent...after a prolonged period of weakness, euro area retail sales should be recovering...they aren't

In August 2020, the Fed officially adopted the 'Average Inflation Target'. Here's an update on the Price Level Target...

Looking at core inflation less shelter, you could say that we have reached a growth rate that is consistent with the Fed's target of 2%....

A quick update of World Wealth and the US Real Equity Return Cycle.

Nvidia latest earnings report had more market impact than all of last week's busy macro calendar put together...

China is on the cusp of its green transition...

For most intents and purposes inflation is now running close to 2% per annum, or even slightly below...

The flash Purchasing Managers' Index (PMI) data for December indicates that output price pressures have stabilised within the 'normal'...

Friday's US employment report showed that the rate of private payroll gains ticked up slightly, but at 1.3% the annualised rate in...

Over the past year global industrial production has been remarkably flat: no boom, no bust. Looking just at China and the US, the facts...

And two to be cautious. Reasons to be cheerful... Rate Shift: over the past 4-6 weeks markets have shifted rapidly towards the idea that...

The Fed isn’t yet confident that it has done enough to return inflation to target, but equally not confident that it hasn’t done enough....

After 2 very benign CPI reports for June and July the August report was slightly more concerning. The good news is that core inflation...