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Nvidia Fans AI Tailwinds, ISM Data on Deck

BY TEMATICA
The FOMC roster change takes the focus off today's December Fed meeting minutes Read more →

Thoughts From The Divide: Lack of Action

BY JON WEBB
It’s another week of heavy-hitting inflation data, with PPI coming in hotter than expected, CPI was in line with expectations on a year-on-year basis, and import prices “rose by the most in two years in April amid rising costs for energy products and other goods”. Under the hood, both CPI and import prices showed additional signs of running hot, with the latter featuring an upwardly revised 0.6% month-on-month change in March, and the CPI data, including hot readings in some of the niches and metrics followed by Powell et al., such as the  4.0% annualized reading in six-month Core CPI and a sobering 6.0% annualized reading in six-month Core Services. Read more →

NDR Fixed Income Allocation Strategy April 2024 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
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