TAG: US NFP report
SPX 500: Fed dovish pivot narrative is at risk
Higher oil prices have led to higher inflationary expectations in the US via the breakeven rates. Recent rise in inflationary expectations coupled with recent “less dovish” Fed Speak from Fed officials Kashkari, and Bostic has revived the “higher for lon...
6 months ago
Russell 2000: Soft to no-landing is supporting another bullish upleg
Better than expected US non-farm payrolls & unemployment rate for September have revived the soft to non-landing narrative. The Citigroup US Economic Surprise Index has improved significantly since August. The improvement in US economic growth prospe...
1 day ago