In today’s installment of Talking Data, Jim and Ben discuss whether or not growth or inflation is steering sovereign yields.
In today’s installment of Talking Data, Ben and Kristin discuss the potential end of supply chain constraints and the impact of higher prices on consumer spending.
In today’s installment of Talking Data, Ben and Kristen show just how similar markets have traded relative to global recoveries since 1960.
Jim and Ben discussed the importance of tracking job-seeking and onboarding according to the end of UI benefits during the latest Talking Data podcast. We may get a strong indication to the ‘transitory’ quandary facing policy-makers. The return of workers without wage gains would suggest transitory will be correct, while a sluggish return could very well imply greater wage increases are required.
In today’s installment, Jim and Ben discuss the recent rolling over in housing, manufacturing surveys, and commodities.
In our latest installment of Talking Data, Jim and Ben tackle Powell’s hawkish shift and the markets delayed reaction.