Jarosław Jamka10 lip1 minUS CPI PreviewCPI inflation for June is a very important data point for markets. It may confirm disinflationary processes - because according to...
Jarosław Jamka8 lip1 minUnemployment Rate 4.1% - this is a big deal!The main takeaway from the June labor market is the increase in the unemployment rate to 4.1%, i.e. 70 bps above the cycle low (3.4%)....
Jarosław Jamka5 lip1 minAll Time High everywhere? AlmostThe S&P500 reached another all-time high (ATH) at the close on July 3 this year. The Nikkei 225 showed ATH at the close on July 4, and...