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Christopher HODGE
- Christopher HODGE
Rosy headline jobs data to keep Fed on pause, but not all good under t...
On the surface, the June employment report was very strong. Payrolls were much higher than expected and there was a significant improvement in the unemployment rate. The rosier headline numbers will help to push out the expectations of a Fed cut, but under the hood, this print overall confirms are view that the softening in the labor market continues. There was very little hiring outside of the business cycle-agnostic sectors of healthcare and government. The decrease in the unemployment rate ...
Christopher HODGE
- Christopher HODGE
Aging into red ink: Dearth of workers is driving the debt trajectory
Congress is operating at a sprinter’s pace this week to get the One B i g Beautiful Bill across the finish line. The fiscal hawks in both chambers are pushing for deeper spending cuts but, aside from some relatively minor cuts to Medicaid, most of the heated debate surrounds categories of outlays that won’t bend the spending trajectory downward. Economist Paul Krugman, among others, has stated that the US government is “an insurance company with an army” and this characterization is instructive...
Inna Mufteeva ... (+2)
- Inna Mufteeva
- Thibaut Cuilliere
Lipper-FMI fund flow data - Week ended August 29
Fund flows showed a more risk-on mood of the investors due to more positive political news flow (respite in trade war tensions, new coalition government in Italy) . Indeed, US IG and US HY enjoyed +3.5bn and +$0.69bn inflows respectively while EM debt funds got +$0.2bn. Yet, investors remained vary of equities with the $7.3bn of outflows for US-based equity funds . M oney market funds saw significant outflows at $16.2bn after solid inflows a week before -$16.2bn while l everage loan funds did no...
Inna Mufteeva ... (+2)
- Inna Mufteeva
- Thibaut Cuilliere
Lipper-FMI fund flow data - Week ended August 29
Fund flows showed a more risk-o n mood of the investors due to more positive political news flow ( respite in trade war tensions, new coalition government in Italy) . Indeed, US IG and US HY enjoyed +3.5bn and +$0.69bn inflows respectively while EM debt funds got +$0.2bn. Yet, investors remained vary of equities with the $7.3bn of outflows for US-based equity funds . M oney market funds saw significant outflows at $16.2bn after solid inflows a week before -$16.2bn while l everage loan funds did ...