Jonathan WilmotMar 111 minStrategy & Economics PostsBearish Divergence?Typically it’s a warning sign for future economic growth and equity performance when: 1) US Household Survey Employment is...
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...
Alex HaseldineNov 3, 20231 minStrategy & Economics PostsNot ConfidentThe 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....
Alex HaseldineMar 6, 20233 minStrategy & Economics PostsAt Your ServiceIn February, the non-manufacturing sector accelerated and job creation stayed strong. However, data suggests labour supply has improved...