Active filters

1 - Type of insight:

Macrocast

Remove all filters

103 insights found

Macrocast
10 minute read

Message in a bottleneck?

The disappointing US labor market data last week are read in the wider context of supply-side bottlenecks, which could fuel the debate on tapering.

Macrocast
10 minute read

The Atlantic gap widened

While the US GDP is less than 1% below its pre-pandemic level, the Euro area fell back in recession.

Macrocast

Stargazing

We think there is a case for a higher level of the natural interest rate post-pandemic in the US.

Macrocast

Going for the green diagonal

We look at an understated aspect of the US administration’s “green conversion”, the role of the federal regulatory agencies, in the context of the US attempt to assert global leadership in the fight ...

Macrocast

Contrasted Expectations

Market-based US inflation expectations have stopped climbing, in contrast with the message from businesses and consumers, contributing to a stabilization of the US bond market.

Macrocast
10 minute read

The cost of dominance

The high level meeting between US and Chinese officials last week was acrimonious.

Macrocast
10 minute read

Forward-looking and short-sighted

• Inflation expectations tend to be “over-sensitive” to the current message of business surveys, which have good predictive power over a short horizon only.

Macrocast

It may have to hurt

The Senate passed the fiscal stimulus bill with little concession from Biden.

Macrocast

Walking and Talking

Fed speakers "talked dovish" but did not push back against the rise in yields, which unsurprisingly continued. The ECB is more pro-active.