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2024-04-06 11:00:00 ET Summary The concept of a "just transition" is gaining ground among responsible investors concerned about the social risks of moving from fossil fuels to alternative energy sources. Coal- or oil-exporting countries with undiversified economies may face signif...
2024-03-23 05:59:45 ET Summary It's a challenge to have confidence that Powell and the Fed have a sound understanding of the nature of second round inflation effects. With market exuberance running sky-high, it's not the optimal environment for reinforcing the notion of a Fed cock...
2024-03-16 05:58:43 ET Summary Rising consumer prices will invariably upset the public, business community, politicians, and central bankers. Asset inflation is universally relished, viewed generally as validation of sound underlying fundamentals. Japan's deep structural issue...
2024-02-17 05:13:05 ET Summary January's CPI data confirm that inflation is anything but dead and buried. It's worth noting that despite January's notable 0.8% rise, Import Prices were still down 1.3% YOY. Medical Care Services gained 0.7%, with Health Insurance prices jumping...
2024-01-09 22:45:00 ET Summary Emerging markets (EMs) have regained their footing in 2023, but the recovery from October 2022 lows has been anything but uniform across individual markets. As a new EM cycle unfolds, we expect that the heterogeneous dynamics and secular themes that ...
2023-10-28 07:45:00 ET Summary Global growth outlook is mediocre, with only the US and China showing exceptionalism. Global inflation is falling, with US inflation not expected to reach the Fed's target rate until 2025. Rising US real yields are attracting global capital and i...
2023-10-20 23:45:00 ET Summary Now that Fed Chair Powell signaled that the FOMC will keep rates on hold at the next policy meeting, Wall Street will look to see how high growth will peak before the economy cools in Q4. The ECB is expected to leave interest rates unchanged next wee...
2023-10-13 20:45:00 ET Summary This week, Wall Street will learn how quickly the US consumer is weakening and if the manufacturing part of the economy is close to entering recovery mode. Christine Lagarde is once again the highlight with appearances over the weekend likely to attr...
2023-10-06 19:45:00 ET Summary This week will deliver a make-or-break moment for Fed rate hike expectations. The main event will be the September inflation report. A pretty quiet week for the euro area, with an appearance from ECB President Christine Lagarde probably among the few...
2023-09-29 19:30:00 ET Summary This will be a busy week in the US with a looming government shutdown, an expanding UAW strike, a lot of Fed speak, and an NFP report that could show hiring fell to the lowest levels since early 2021. There’s very little of note next week in t...