Alex HaseldineMar 63 minStrategy & Economics PostsAt Your ServiceIn February, the non-manufacturing sector accelerated and job creation stayed strong. However, data suggests labour supply has improved...
Alex HaseldineDec 5, 20221 minStrategy & Economics PostsNot As Strong As It SeemsFollowing last week's robust employment report, the Fed Fund Futures curve barely budged Here are some reasons why
Jonathan WilmotNov 21, 20223 minStrategy & Economics PostsUnsettledThe Fed doesn’t care that much that inflation has probably peaked; the important question is "where will it settle”?
Alex HaseldineOct 7, 20221 minStrategy & Economics PostsThe US Labour Market is Starting to Cool DownThe US labour market is still running hot, with very large numbers of quits and new hiring compared to normal. But the data suggests that...