Macro Briefing 16 February 2024 The Capital Spectator

Macro Briefing 16 February 2024 The Capital Spectator * us homebuilder sentiment improves for third straight month in february * industrial output in us ticked down in january, remaining soft for second month * regional fed mfg surveys ( philly and ny ) for february show mix results. Macro briefing: 1 february 2024 * fed leaves interest rates unchanged and downplays odds for a cut in march * house passes $80 billion tax deal that now heads to senate.

Macro Briefing 2 February 2024 The Capital Spectator Executive summary: on track for a soft landing, what's next? the us economy should slow in 2024, but maybe only modestly. gdp grew 3.1% in 2023, above the ~2% trend rate, and the data hasn't slowed much so far in 2024. the recent easing of financial conditions may result in the economy continuing to run hot. Us 10 year treasury yield rises to 4.21%, highest level since late july. “with less than two weeks now until the us elections, concerns about the fiscal outlook and its potential upward pressure on inflation have become more acute,” says robert dishner, senior portfolio manager at neuberger berman. goldman sachs forecasts a sharply lower return for the […]. Macro briefing: 19 february 2024 * ‘soft landing’ debate for us economy in focus again after latest reports * new signs emerge that america’s shale oil boom is peaking. Interview with financial sense on running for political office and the macro outlook for 2020.

Macro Briefing 14 February 2024 The Capital Spectator Macro briefing: 19 february 2024 * ‘soft landing’ debate for us economy in focus again after latest reports * new signs emerge that america’s shale oil boom is peaking. Interview with financial sense on running for political office and the macro outlook for 2020. The key report scheduled for this week is the february employment report. fed chair powell speaks on the economic outlook on friday. Some midweek ska with the @theslackersband at @buffaloironworks will make you happy 😁 ️ ️🎶. Helpcenter; 16 nov. 2016 hedge funds up 2.85% for the year [more] opalesque industry update hedge funds were up 2.85% for the year, on track for a better showing compared to 2015 when the average fund realised modest gains of 1.65%, according to the november 2016 eurekahedge report. asset growth for the industry remains muted in 2016, expandin: 16 nov. 2016. Consumer fundamentals, labour market dynamics and inflation impulses remain strong– setting the stage for tighter fed policy this year.the us consumer price index (cpi) rose 7.9% year over year in february. 3 there were broadening price pressures across major categories of the cpi basket including shelter, where prices increased at the fastest pace since may 1991.

Macro Briefing 16 January 2024 The Capital Spectator The key report scheduled for this week is the february employment report. fed chair powell speaks on the economic outlook on friday. Some midweek ska with the @theslackersband at @buffaloironworks will make you happy 😁 ️ ️🎶. Helpcenter; 16 nov. 2016 hedge funds up 2.85% for the year [more] opalesque industry update hedge funds were up 2.85% for the year, on track for a better showing compared to 2015 when the average fund realised modest gains of 1.65%, according to the november 2016 eurekahedge report. asset growth for the industry remains muted in 2016, expandin: 16 nov. 2016. Consumer fundamentals, labour market dynamics and inflation impulses remain strong– setting the stage for tighter fed policy this year.the us consumer price index (cpi) rose 7.9% year over year in february. 3 there were broadening price pressures across major categories of the cpi basket including shelter, where prices increased at the fastest pace since may 1991.

Macro Briefing 16 April 2024 The Capital Spectator Helpcenter; 16 nov. 2016 hedge funds up 2.85% for the year [more] opalesque industry update hedge funds were up 2.85% for the year, on track for a better showing compared to 2015 when the average fund realised modest gains of 1.65%, according to the november 2016 eurekahedge report. asset growth for the industry remains muted in 2016, expandin: 16 nov. 2016. Consumer fundamentals, labour market dynamics and inflation impulses remain strong– setting the stage for tighter fed policy this year.the us consumer price index (cpi) rose 7.9% year over year in february. 3 there were broadening price pressures across major categories of the cpi basket including shelter, where prices increased at the fastest pace since may 1991.

Macro Briefing 24 July 2024 The Capital Spectator