Jonathan WilmotApr 51 minStrategy & Economics PostsPicking Up Steam?Another strong payrolls report for March means that employment growth picked up in Q1:2024.
Alex HaseldineMar 121 minStrategy & Economics PostsMainstreet HurtingThe update to the NFIB survey underlines what small cap underperformance has been telling us...
Alex HaseldineDec 11, 20232 minStrategy & Economics PostsUS Labour Market: Almost Back to 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...
Alex HaseldineDec 5, 20235 minStrategy & Economics PostsFours Reasons To Be Thankful 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...