This article is only available to Macro Hive subscribers. Sign-up to receive world-class macro analysis with a daily curated newsletter, podcast, original content from award-winning researchers, cross market strategy, equity insights, trade ideas, crypto flow frameworks, academic paper summaries, explanation and analysis of market-moving events, community investor chat room, and more.
(1)Weekly Risks Claims Point to Further Q4 Growth (2 min read) Expiring benefits are driving weekly claims and the participation rate lower, writes Dominique Dwor-Frecaut. While it will hurt growth, it is not necessarily negative for the dollar.
(Dominique Dwor-Frecaut│ 6th November, 2020)
(2) Key Events: Week of 9 November (1 min read) Inflation and Q3 GDP data will be in focus this week. China’s exports data will also be watched given recent bumper readings. On the monetary policy front only the RBNZ and Banxico meet on rates but several key officials including Lagarde and Powell will speak.
(Caroline Grady│ 6th November, 2020)
Putin’s Flatlining Economy (Project Syndicate, 4 min read)
Steeper And Cheaper (Variant Perception, 3 min read)
Tonight, We Leave The Party Like It’s 1999 (GMO, 10 min read)
Everybody Lies: Pollster Edition (A Wealth of Common Sense, 3 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)