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June Payrolls Jump, but Other Growth Indicators Paint a Sluggish Picture

June beats consensus on the back of education and health services employment, while private NFP surprises downside. With S&P Global monthly flat...

Fed Gets Breathing Room as Labor Market Holds Firm

The monthly jobs report hit today (unusually, on a Thursday, due to the real and perfectly sensible holiday tomorrow blocking the typical Friday release)...

How California’s Housing Reforms Could Reshape US Cities Over the Next Decade

Things are moving fast these days. Texans for Reasonable Solutions, among others, has helped push through a number of housing reforms in Texas. Maine has passed...

Week Ahead – RBA, RBNZ Decisions and Fed Minutes Eyed as Trade Deals Awaited

July 9 tariff deadline looms as trade deals remain elusive Fed minutes to be watched after positive jobs report RBA expected to cut but RBNZ to...

June Payrolls Jump, but Other Growth Indicators Paint a Sluggish Picture

June beats consensus on the back of education and health services employment, while private NFP surprises downside. With S&P Global monthly flat...

Fed Gets Breathing Room as Labor Market Holds Firm

The monthly jobs report hit today (unusually, on a Thursday, due to the real and perfectly sensible holiday tomorrow blocking the typical Friday release)...

How California’s Housing Reforms Could Reshape US Cities Over the Next Decade

Things are moving fast these days. Texans for Reasonable Solutions, among others, has helped push through a number of housing reforms in Texas. Maine has passed...

Week Ahead – RBA, RBNZ Decisions and Fed Minutes Eyed as Trade Deals Awaited

July 9 tariff deadline looms as trade deals remain elusive Fed minutes to be watched after positive jobs report RBA expected to cut but RBNZ to...

The Fiscal Treadmill Is Speeding Up and Washington Keeps Jogging

As of 1980, the rolling 10-year and 20-year real GDP growth rates stood at 3.2% per annum and 3.5% per annum, respectively. Owing to a...

Risk Assets Extend Gains but Low Volumes Could Skew Monday Open

Yesterday’s market action was driven by consecutive upside surprises in US (147K vs 110K exp) and data (50.8 vs 50.5 exp), fueling...

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