Talking Data – Does Growth Matter More Than Inflation?
In today’s installment of Talking Data, Jim and Ben discuss whether or not growth or inflation is steering sovereign yields.
Talking Data – Supply Chain Constraints Nearing an End?
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.
Talking Data – Historical Playbook Says Market Movements Very Normal
In today’s installment of Talking Data, Ben and Kristen show just how similar markets have traded relative to global recoveries since 1960.
Talking Data – The Impact of Ending Enhanced Federal UI Benefits
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.
Talking Data – Inflation Set to Peak? Or Will the Confusion Continue?
In today’s installment, Jim and Ben discuss the recent rolling over in housing, manufacturing surveys, and commodities.
Talking Data: The Fed Shifts Toward Tightening
In our latest installment of Talking Data, Jim and Ben tackle Powell’s hawkish shift and the markets delayed reaction.