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Executive Summary: While carry traders likely have more yen-funded positions to unwind, we’re not worried about another bout of extreme market volatility as a result. We don’t see the conditions that sparked the great unwinding exacerbating, Eric explains. The Bank
Executive Summary: Yes, the unemployment rate has inched up over the past year. No, that doesn’t reflect a weakening of the economy at large. Permanent layoffs are muted; wages are rising; CEOs plan to hire. No unemployment spike heralding
Executive Summary: Why did the managements of Walmart and Dollar General paint vastly different pictures of low-income consumers in recent Q2 earnings calls? Jackie explores the differences in the two companies’ business models and operating landscapes that account for
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
Dr. Ed was interviewed on Bloomberg Surveillance this morning at 7 a.m. Ace journalist Lisa Abramowitcz noted that during the summer, we were saying that the economy is resilient and doesn’t need much monetary stimulus, which might cause a
This week’s economic indicators will be primarily focused on inflation. Barring any unexpected surprises on the inflation front, the financial markets may care more about the few labor market indicators. The FOMC entered the blackout period ahead of its
We asked Joe Feshbach for an update of his take on the stock market from a trading perspective. Here’s his reply: “Even with the recent decline in the stock market, I’m still recommending a cautious/defensive approach to stocks. My two biggest
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