Macro Shots – US Labor Market: Moderation Under the Hood
US labor market data has continued to belie expectations of a meaningful slowdown […]
MPC Gives A Lot…And Then Takes Some Away: Monetary Policy Review June 25
The MPC delivered a surprise 50 bps cut against consensus market expectation of 25 bps. With average CPI projection cut
Macro Shots – US: The Immigration Impact Is Brewing
Apart from tariffs and tax cuts, immigration has been the other focus of the current US administration’s policies. It