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US May CPI - The Charts
More commentary to follow...
Alex Haseldine
Jun 12, 20241 min read
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It Ain't Necessarily So
Last Friday's May Non-Farm Payroll report looked like a blockbuster (plus 272,000 on the month). And private payroll growth looks to be...

Jonathan Wilmot
Jun 10, 20242 min read
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What is the Fed Saying?
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....

Jonathan Wilmot
Mar 22, 20242 min read
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Why are we waiting?
For most intents and purposes inflation is now running close to 2% per annum, or even slightly below...
Alex Haseldine
Jan 26, 20241 min read
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Holding Steady
The flash Purchasing Managers' Index (PMI) data for December indicates that output price pressures have stabilised within the 'normal'...
Alex Haseldine
Dec 15, 20231 min read
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Fire and Ice
Over the past year global industrial production has been remarkably flat: no boom, no bust. Looking just at China and the US, the facts...
Alex Haseldine
Dec 6, 20231 min read
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