US Q4 productivity & labour costs chart pack
Tags: US
US Q4 GDP & weekly jobless claims chart pack
US January industrial production chart pack
US December retail sales (shutdown disrupted), January PPI, weekly jobless claims chart pack
US January CPI report and real wages chart pack
The Fed has shifted policy on the path for the Fed Funds rate and the normalisation of its balance sheet.…
The Trump protectionist threat is the most likely cause of the next financial rout. The rot will start in equity…
The tax reform bill and fiscally expansive budget will boost GDP in the shorter-run, but the changes don’t do much…
The Fed’s hold is simply a postponement of the inevitable first hike, which is most probably in December. EM risks are…