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.

01 Sep 2022

ANALYSIS

Increased probability of a global recession

At the economic policy symposium at Jackson Hole Wyoming, Fed chairman Jerome Powell once more repeated that his number one goal was to bring inflation to about 2%. But...

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24 Aug 2022

ANALYSIS

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...

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23 Aug 2022

ANALYSIS

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 the largest decline in the...

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16 Aug 2022

ANALYSIS

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...

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05 Aug 2022

ANALYSIS

Politics and supply chains

While markets in the short term rarely respond to politics, nevertheless politics do affect markets and economies long term

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03 Aug 2022

ANALYSIS

Market participants have no recession playbook

As most economists and analysts expected, the US economy shrank in the most recent quarter

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