September Data Seems to Show Economy Rebounding

Published on October 7, 2024

The recent fears regarding the state of the U.S. employment sector seemed to have disappeared completely this morning as markets are ‘recalibrating’ their view on the U.S. economy going forward.

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When a Crystal Ball Isn’t Enough to Make You Rich

October 7, 2024
In the 1989 blockbuster Back to the Future II, time travel enables Michael J. Fox’s nemesis, Biff, to become a gazillionaire by bringing an almanac with sports match outcomes back from the future. We thought it might be instructive, and certainly entertaining, to make a less fanciful version of this dream a reality – for a few lucky people.

Bond Traders Buckle Up for ‘No Landing’ After Jobs Surprise

October 7, 2024
The “no landing” scenario – a situation where the US economy keeps growing, inflation reignites and the Federal Reserve has little room to cut interest rates – had largely disappeared as a bond-market talking point in recent months.t.