Economics

What is the Sahm rule and why it matters

• What happens when unemployment starts to rise

Hawks vs. Doves

• Discover how the speeches and comments from central bank members can impact the markets.

US CPI due Wednesday. Here are the ranges of estimates (& why they're crucial to know).

• Discover how unexpected US data results can significantly affect markets

The industrial revolution is the main thing that mattered

• I love this chart

US PPI due on Tuesday - Here are the ranges of estimates (& why they're crucial to know).

• Discover how unexpected US data results can significantly affect markets

Australian data - November Consumer Inflation Expectations 6.0% (prior 5.4%)

• What are inflation expectations and why are they important? Check out the post for answers.

The Reserve Bank of Australia have released an explainer on what is causing inflation

South Korea inflation expectations 12 months ahead have fallen to 4.3% (from 4.7%)

Australian inflation expectations for July 6.3% (prior 6.7%)

Will US Treasuries Role Change Forever Amid Ukraine?

History, High Inflation and Why Economists in the US Failed to Predict It

• Economic models may work in 90% of cases, but in 10% they will fail.

Cleveland Fed's CPI Nowcast almost at 7%

• The Cleveland Fed says its model has done quite well and in many cases better than alternative models. Such results suggest maybe price pressures are accelerating to the extent some in the Markets currently fear.

Euro-Area GDP - The EuroCOIN Indicator is deteriorating rapidly

• As Europe grapples with another wave of lockdowns related to the pandemic the market will become more focused on the subsequent impact on the bloc’s economy.  On December 31st, we get the first indication of the impact with the release of the EuroCOIN

Will the Fed take action on employment?

International Monetary Fund cuts global growth outlook as post-pandemic recovery slows due to supply problems