June CPI: Fed Should Cut in July
DISCLAIMER: This note is intended for US recipients only and,
Yimin Xu
YX Insights: Macro, Fixed Income, Equities, and Crypto.
FX Swap and Short Term Interest Rate Swaps Trader at Royal Bank of Scotland.
ICAEW Chartered Accountant.
Seeking Alpha FOMC Commentator.
Do Nonfarm Payrolls Signal A Recession Ahead?
DISCLAIMER: This note is intended for US recipients only and,
Macro Musings: June FOMC To Remove Another Dot
May NFP report exceeded expectations but the household survey significantly diverged. Hot vehicle insurance and shelter inflation likely to continue in the upcoming CPI report. Fed likely projects just two cuts for 2024, but the market only expects one.
Macro Musings – What To Expect From The Next Nonfarm Payrolls?
DISCLAIMER: This note is intended for US recipients only and,
Citigroup (C) Q1 FY24 Earnings Review - Coverage Initiation
DISCLAIMER: This note is intended for US recipients only and,
Macro Musings: A Detailed April CPI Preview
DISCLAIMER: This note is intended for US recipients only and,
GOOGL Q1 FY12/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
BK Q1 FY12/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
CME Q1 FY12/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Bank of America (BAC) 2024 Q1 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,