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Us q3 prelim unit labor costs -0.8% vs +0.7% expected
Prior was +2.2% (revised to +3.2%)Q3 productivity +4.7% vs +4.1% expectedPrior productivity +3.5% (revised to +3.6%)The plain takeaway from this data ...
November 2, 2023, 12:30 pm
Cliff notes: upside inflation risks linger
Key insights from the week that was. In Australia, the Q3 CPI printed at 1.2% (5.4%yr) for headline inflation and 1.2% (5.2%yr) for core trimmed mean ...
October 28, 2023, 1:19 am
Q&a from fed powell: economy is very resilient and growing strongly
Economy is very resilient, growing stronglyGrowth is running above its longer run trend. That is a surpriseEconomy is a story of stronger demand.May b...
October 19, 2023, 4:25 pm
Sunset market commentary
Markets: Today centered around US September CPI inflation numbers. They printed… nearly bang in line with consensus. Headline CPI rose by 0.4% M/M (...
October 12, 2023, 2:07 pm
Ing says oil prices above $100 / barrel not sustainable. hit to demand, political pressure
In brief from an ING note on oil and the implications of the high price for central banks. Surging oil prices have become the new concern for central ...
September 26, 2023, 9:17 pm
Forexlive asia-pacific fx news wrap: shenzen police detain some evergrande staff
Morgan Stanley says the US is in a disinflationary process, lower their inflation forecastEuropean Cent...
September 18, 2023, 3:31 am
Morgan stanley says the us is in a disinflationary process, lower their inflation forecast
A Morgan Stanley note from Friday ICYMI, saying that the data on inflation that was out during the week, for US CPI and PPI "point to a quicker progre...
September 18, 2023, 2:58 am
Socgen raised its s&p 500 price target for the end of 2023 to 4,750 (from 4,300)
Reuters reporting, citing a Société Générale note. SocGen raised its S&P 500 price target for the end of 2023 to 4,750 from 4,300. in coming month...
September 12, 2023, 9:01 pm
Equity residential seems overcooked
Equity Residential ('EQR')'s stock has ticked up by nearly 10% since the turn of the year, defying the odds as most believed the U.S. residential mark...
September 7, 2023, 3:04 pm
Usd to soften as interest rate differentials are set to tighten – credit suisse
We expect the disinflationary trend in the US to outpace other countries including the Eurozone and the...
August 25, 2023, 2:47 pm
Usd/chf price analysis: awaits direction after consolidating around the 0.8720/30 region
USD/CHF retraces from weekly highs but remains trading sideways within a narrow 40-pip range after a tranche of US economic data indicates the...
August 10, 2023, 4:30 pm
Big rise in natural gas price
Market movers today The main event today will be the release of the US July CPI, where we look for +0.2% m/m in terms of both headline and core inflat...
August 10, 2023, 6:31 am
Fed's goolsbee: the july non-farm payrolls report is pretty much what we expect
Jobs market cooling a bit but still extremely strongGoods inflation has been tough to bring downHighlights improvements in US productivity as...
August 4, 2023, 2:18 pm
S&p 500, nasdaq: big tech earnings and fomc to dominate a busy week
Stocks began the week in a rather timid fashion as markets await massive event risk in the form of Fed and ECB rate decisions. US PCE to advance...
July 24, 2023, 4:30 pm
Preferreds weekly review: look beyond leverage for debt analysis
We take a look at the action in preferreds and baby bonds through the second week of July and highlight some of the key themes we are watching. Prefer...
July 22, 2023, 4:53 am
Eur/usd: gains beyond the 1.13 mark may prove to be unsustainable for now – ing
In our short-term financial fair value model, EUR/USD overvaluation has exceeded 3.0% on the back of the pair’s unusual moves, an indication of how ...
July 18, 2023, 8:14 am
Imf says that while core inflation is well above targets, inflation appears to have peaked
An iCYMI from an International Monetary Fund (IMF) note prepared as a briefing for a G20 finance leaders meeting in India July 17 and 18. global headl...
July 17, 2023, 12:49 am
Too early to celebrate disinflation
Current up moves in long-duration equities and fixed income came at the expense of a weaker US dollar. A persistent weak US dollar may lead to an upsi...
July 14, 2023, 9:03 am
Usdcad technical analysis - focus on the 1.3225 level
The market expects the Fed to hike by 25 bps at the July meeting given that the economic data kept on surprising to the upside since the last FOMC mee...
July 4, 2023, 9:09 am
Dow jones technical analysis
The Dow Jones continues to climb higher as the US economic data shows a resilient economy with a good disinfla...
July 3, 2023, 11:15 am
