Matthew Tibble is Commissioning Editor at Macro Hive. He has worked as an editorial consultant and freelance editor for companies such as RiskThinking.AI, JDI Research, and FutureScape248. He holds a PhD in English Literature and formerly held a competitive research fellowship at the University of London.
China | Economics & Growth | FX | US
Matthew Tibble
The contrarian trade is to be bullish China, but we find good reason to remain on the sidelines. Oil could hit $100/bbl, but we would fade any move higher.
Matthew Tibble
Small businesses may be about to start reversing disinflation. UK unemployment is rising much faster than the BoE expected.
Matthew Tibble
The US is moving away from China imports. SPX and NDX earnings growth stalls – a warning for equities. US unemployment rises on increased participation, especially from young workers.
Matthew Tibble
Core inflation and wage growth remain an issue for the ECB ahead of the September meeting. Rapid growth acceleration in the US could explain why Powell feels less confident the Fed’s policy stance is restrictive.
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