SignalPlus Vol Commentary (12 Jun 2024)
Tonight’s CPI data, the decisions of the FOMC meeting, and the Federal Reserve’s outlook on interest rates are undoubtedly the focal points of market attention. The yield on the 10-year…
SignalPlus Vol Commentary (11 Jun 2024)
The U.S. is set to hold a new session of the FOMC meeting early Thursday morning. Prior to this, significant CPI inflation data will be released Wednesday night, leaving global…
SignalPlus Morning Briefing (06 Jun 2024)
Markets continued their risk-on squeeze thanks to softer labour conditions from ADP (152k vs 175k) and softer US Services PMI employment components. Survey respondents noted “adjustments to our employment level,…
SignalPlus Vol Commentary (04 Jun 2024)
Yesterday (June 3rd), the U.S. Manufacturing PMI recorded a reading of 48.7, which was below expectations and the previous value. Additionally, the Atlanta Federal Reserve’s GDPNow model revised down its…
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…