SignalPlus Morning Briefing (04 Jun 2024)
Last week’s data releases spurred quite a bit of macro re-thinking, with US data exceptionalism finally come back down to early in Q1 (GDP revised down, consumption lower), while global…
Last week’s data releases spurred quite a bit of macro re-thinking, with US data exceptionalism finally come back down to early in Q1 (GDP revised down, consumption lower), while global…
Yesterday (28 May), Minneapolis Fed President Kashkari made a hawkish statement: Although the likelihood of a rate hike is very low, he does not think it can be ruled out,…
Last week saw the continuation of what many are calling a ‘one-pillar’ market, with Nvidia almost single-handedly holding the markets up, while sticky PMI, inflation expectations, and a decidedly more…
Both the crypto market and TradFi lobbying groups were caught off-guard over the past 48 hours, as the SEC had a sudden about-face on Ethereum ETF approval. An abrupt request…
We ended the past week with a slowing growth and lower inflation hopes giving rise to yet another soft landing narrative. This is not the first time we’ve seen this…