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

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....

In February, the non-manufacturing sector accelerated and job creation stayed strong. However, data suggests labour supply has improved...

Following last week's robust employment report, the Fed Fund Futures curve barely budged Here are some reasons why

The Fed doesn’t care that much that inflation has probably peaked; the important question is "where will it settle”?

The US labour market is still running hot, with very large numbers of quits and new hiring compared to normal. But the data suggests that...