Browsing Tag

disaster

The US labor market is deteriorating

Today's US jobless claims report makes clear that the boost from re-opening is now fading. And a second wave of job loss is upon us. As a result, while the US unemployment rate declined more than expected in the last jobs report, I expect…

The information silo

This is my first time posting in a week. There was a combination of factors that kept me away from the newsletter like pressing work at Real Vision and a lack of revealing economic data flow. But, the biggest factor was the coronavirus news…

Bears forced to raise targets

I am back from the 4th of July weekend here in the US. I have a few new thoughts to share with you today. But, my overall macro view remains the same - namely that the US has recovered from recession but downside risks to the US economy and…

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