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...

Productivity made a strong comeback in 2023 and the future looks bright…..

Central bankers on both sides of the Atlantic have a consistent message: monetary policy is already restrictive, inflation is normalising...

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...

Global industrial production has been going nowhere fast for the last 15 months. Based on the latest available data we don’t expect...

At this time last year, economists and business leaders were still unusually gloomy – and unusually wrong. Even though global equity...

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...

Chairman Powell’s FOMC press conference last Wednesday lit a touch paper to bond and stock prices globally.

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....