-
Macro Risks On The Horizon
podcast Why don’t we talk about macro a little bit, Brent? And let me start by saying that we are often wrong. I’m a macro guy, I’m wrong half the times, but this time we got it right. So rates were a little bit mispriced. I mean, you went to a point where you needed some marginally bad information to have rates keep rallying from where they were and the dollar to keep weakening from where it was. And over the last week or two we have had actually a reversal there. Rates a bit up, the dollar is doing okay against the euro for example. So what do we have to say about that apart from we are the best, we got it ... (full story)
- Comments
- Subscribe
-
- Older Stories
From @financialjuice|Oct 4, 2024post: FED'S GOOLSBEE WARNS OF NECESSITY TO MONITOR MIDDLE EAST, OIL INFLUENCE
From bnnbloomberg.ca|Oct 4, 2024US manufacturers shed 7,000 jobs in September, a weak spot in an otherwise strong employment report. The US has lost 34,000 manufacturing jobs in the past two months, according to ...
From orbex.com|Oct 4, 2024The economies of the UK and the Euro Area have taken diverging paths since the start of the year, allowing the GBPEUR to continue to appreciate. The latest leading indicators ...
-
- Newer Stories
From raymondjames.com|Oct 4, 2024|1 commentThe recent fears regarding the state of the U.S. employment sector seemed to have disappeared completely this morning as markets are ‘recalibrating’ their view on the U.S. economy ...
From spectramarkets.com|Oct 5, 2024|5 commentsAmerica took the macro baton from China this week in global macro as the real data (JOLTS, Claims, ADP, and NFP) all show a resilient jobs market reminiscent of 2017/2019, while ...
From scottgrannis.blogspot.com|Oct 5, 2024|1 commentThis morning the market was apparently surprised by a stronger-than-expected jobs number. Private payrolls rose by 223K in September, vs. an expected gain of 125K. Some called it ...
- Story Stats
- Posted: Oct 4, 2024 5:03pm
- Submitted by:Category: Fundamental AnalysisComments: 0 / Views: 4,822
