"Core" PCE^[1] inflation year over year eased from a recent high of 2.04% last July to 1.55% in..

Macro Strategies, The Fed, Central Banks

The global economy appears to be heading out of a soft patch within its continued expansion. In the..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

The road ahead for risk assets looks pretty smooth right now. But valuations have already baked in..

Macro Strategies, Sovereign Research, Market Outlook

The ISM’s^[1]  US manufacturing surveys are widely recognized gauges of economic health. They’ve..

Macro Strategies, Friday Fact

Consensus expectations for global growth have been revised lower and fiscal stimulus in the US..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

Global economic activity appears to be slowing down. But slowing down and tipping into recession..

Macro Strategies, Sovereign Research, Market Outlook