ANALYSIS
Analysis features an integral part of the Exclusive Capital research team. In addition to the spontaneous fundamental insights our experts provide, in-depth analysis is one major element that our experts apply.
24 Aug 2022
Be careful what you wish for
A recent key finding from a survey by consulting firm PWC, which polled 700 US executives and board members across of range of industries, was that about 50% of...
4 minutes read
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23 Aug 2022
Disturbing trends
As the chart below shows, nonfarm labor productivity in the US has been drifting downwards for the past 2 years. In fact, the 2.5% Y/Y decline in labor productivity is...
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16 Aug 2022
June CPI report was bullish
June’s CPI print last Wednesday came in at 8.5% Y/Y, slightly shy of 8.7% estimated by economists. Markets were excited by the report and rallied. In fact, I think the CPI report was more bullish...
3 minutes read
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05 Aug 2022
Politics and supply chains
While markets in the short term rarely respond to politics, nevertheless politics do affect markets and economies long term
3 minutes read
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03 Aug 2022
Market participants have no recession playbook
As most economists and analysts expected, the US economy shrank in the most recent quarter
3 minutes read
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29 Jul 2022
Beyond neutral
The Fed raised rates by the expected 75 basis points, the second such unusual large hike, and as usual markets rallied once again.
2minutes read
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