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Latest Reports
Explore our latest reports to navigate the complexities of today’s economic landscape and gain a thorough understanding of how the macrocycle influences investment returns.
US PCE Nowcast – Expect the hottest reading since early 2023
April’s inflation trends reveal significant shifts in energy prices and core goods, indicating a divergence between CPI and PCE. Discover more insights.
Read more: US PCE Nowcast – Expect the hottest reading since early 2023
War uncertainty keeps US markets on edge ahead of CPI, retail sales, and refunding
Market stability is affected by ongoing geopolitical tensions and fluctuating oil prices. Key economic indicators are on the horizon, influencing future trends.
Read more: War uncertainty keeps US markets on edge ahead of CPI, retail sales, and refunding
A Changing US Fed Faces Sticky Inflation and Cracks in Consumer Strength
Yields may rise as inflation and geopolitical tensions persist, despite any short-term relief
Read more: A Changing US Fed Faces Sticky Inflation and Cracks in Consumer Strength
Boom in Carolina migration driven by job opportunities, affordability, and retirees in the US
Growth is concentrating in major metros, boosting spending but widening regional gaps.
Read more: Boom in Carolina migration driven by job opportunities, affordability, and retirees in the US
Supply pressures resurface in Eurozone
Energy-driven supply shocks push Eurozone inflation higher, prompting expected ECB rate hikes despite weak demand.
Read more: Supply pressures resurface in Eurozone
Treasury curve steepening to resume once US/Israel war with Iran ends
Treasury yields may steepen after Middle East tensions ease, but persistent inflation and structural pressures could keep long-term rates elevated.
Read more: Treasury curve steepening to resume once US/Israel war with Iran endsRead more →
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