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.
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...
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
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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.
2 minutes read
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28 Jul 2022
Wall Street rallies and dollar falls on Fed’s less hawkish stance and solid earnings
The prospect of a slower pace of Federal Reserve monetary tightening and the better-than-expected Q2 earnings reports improved the risk appetite on Wednesday, with major indices settling at session...
4minutes read
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