Five Minute Macro 3-4-2024

US inflation data in focus as we stare down another potential government shutdown and Fed officials continue to push back rate cut expectations, despite muted global growth signals, while Chinese assets attempt to continue stimulus-led rally.

Five Minute Macro 2-26-2024

Fed Minutes further pushback rate cut expectations while Nvidia was the star of fourth quarter earnings season. Inflation data is in focus this week with the Fed’s preferred measurement and global growth signal remain muted. Finally, Chinese assets continue a stimulus-led rally.

Five Minute Macro 1-29-2024

This week’s focus will be on the Fed and BoE as economic data remains resilient as inflation cools. Corporate earnings remain a mixed bag with the biggest tech companies up this week. China amplified their stimulus efforts and oil continues to push higher amid geopolitical turbulence.