Research
Market Insights
Written as the data lands: the CPI, payrolls or PMI print, what sat underneath the headline, and the market's reaction.
CPI’s Hot. The Fed’s Having a Blinder.
September’s inflation print, a housing problem nobody can hike into submission, and the trade I’d rather watch than the headline.
8 min read
WHAT A BLOODY MESS OF A WEEK
Weak payrolls, strong manufacturing, sticky input prices, a cleaner-looking PCE series and Micron casually reminding everyone that earnings still matter.
11 min read
The US Economy Is Booming. But Is Inflation Actually Coming Back?
September’s PMI looks ugly for bonds at first glance. Look underneath the headline, though, and the inflation story is a bit more complicated.
7 min read
Rust Belt Resilience: January’s Manufacturing Rebound?
by Felix Zinsmeyer, CIO Zinscapital
19 min read Subscribers
Full macro Outlook on recent flash PMI Numbers
Subscribers
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