It’s yet another US nonfarm payrolls week. This indicator has always been the biggie of the month, but now with US inflation well above the Fed’s…
There were three notable points in the market over the last week that bear discussion, so this week I’m going to address several issues. 1) The…
My weekly last week was entitled “The Market Disagrees with the Fed on Inflation.” I could’ve used the same headline this week. In fact, I think…
I’ve written about it several times in my weeklies recently but it’s my guess I’m going to write about it several more times too. Inflation is…
There’s a lot on the schedule next week: the Reserve Bank of Australia and the Bank of England meet, plus it’s a US nonfarm payroll week.…
The week ahead is filled with two major central bank meetings, a speech by President Biden, and a lot of important data. The result should be,…
The surprise of the week just ending was the dog that didn’t bark – the muted reaction (no reaction, in fact) to the higher-than-expected US consumer…
Inflation and inflation expectations are likely to be in the spotlight in the coming week. We saw a decline in US inflation expectations this week and…
Some time ago, the key phrase in the market was “monetary policy divergence.” Economies were growing at different speeds and central banks were moving to adjust…
With labor markets in focus all around the world, next week’s US nonfarm payrolls is going to be…well, as important as it always is. What’s the…
