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Key Events: Is the US Economy Proving Resilient to Tariffs?
Macro Hive
Key Events G10 In the US, there is… Personal income and spending – Friday. Consensus assumes a recovery in spending to 0.6% MoM and implicitly a decline in the savings rate, which would be consistent with my view that the US economy will prove more resilient to the tariffs than market consensus assumes. CB consumer […]
The Week Ahead: Are We Past Peak Policy Uncertainty?
Macro Hive
– Recorded on 21 March 2025 – Welcome to The Week Ahead! In this episode, Andrew and Dominique discuss the Fed’s outlook, stagflation, 2yr yield drivers, reciprocal tariff expectations, and more! Listen to the audio version. (The commentary contained in the above article does not constitute an offer or a solicitation, or a […]
The Week Ahead: Another Policy Pirouette?
Macro Hive
Welcome to The Week Ahead! In this episode, Henry and Dominique discuss the latest in US and European markets!
Key Events: Central Bank Bonanza, With Key Decisions Across DM and EM
Macro Hive
Key Events G10 In the US, there is only one key data point: Retail Sales – Monday. Risks to the consensus 0.3% for the control group are skewed to the downside as high-frequency data, retailers, consumer lenders, and anecdotal evidence point to a slowdown. In the Eurozone and UK, the main events will be: Eurozone […]