The US labor market momentum
I follow this graphic step by step. The change in trend on the Jolts’ survey reflects that found in the Conference Board survey. The job market may be changing in…
A dynamic and cyclical approach to the global economy
I follow this graphic step by step. The change in trend on the Jolts’ survey reflects that found in the Conference Board survey. The job market may be changing in…
The labor market indicator in the Conference Board household survey changed trend in March. It is always easy to find a job but the indicator is now on the downside.Given…
The post is available in pdf format My Weekly Column – February 4 The US Federal Reserve decided to bring its monetary policy normalization to an end during its meetings…
ISM index dropped: a healthy adjustment.In the USA, the fall of the ISM may reflect a return to a more normal situation? For many months, this indicator for the manufacturing…
First step the 5yr-2yr spread is now null before being negative with the Fed tightening. Then the 10yr-2yr will flatten before being negative for the same reason. This has always…
This post is available in pdf format My Wedenesday Column – November 7 US job growth is buoyant, but is it all down to the Trump effect? The US economy created…
This post is available in pdf format Federal Reserve – My monday Column The Federal Reserve meets on September 25 and 26, and a 25bps hike to the fed funds…
This post is available in pdf format My weekly Column – Italy Standpoint – PW What were last week’s major changes? The main change was in Italy with a strong and…
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