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Upon initial inspection, Non-Farm Payrolls (NFPs) did not appear weak, but the anticipated buying squeeze was disappointingly short-lived due to the fluctuating rate cut odds. Despite Fed official Waller hinting at the possibility of a 50 basis point cut in September, the actual odds remained stagnant at a mere 30%, following Williams’ confirmation of a
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France is facing a growing financial crisis, with the possibility of its budget deficit increasing unexpectedly if additional savings are not identified. This troubling development has prompted the French Finance Ministry to seek an extension from the European Commission for submitting a plan to reduce the public deficit. The situation has put the French economy,
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President Emmanuel Macron’s decision to appoint centre-right Michel Barnier as prime minister has sparked outrage and protests across France. Thousands of people took to the streets to demonstrate against what left-wing parties are calling a theft of legislative elections. Macron’s choice of the 73-year-old conservative Barnier, who previously served as the EU’s Brexit negotiator, has
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The year 2024 has seen a surge in exchange-traded fund (ETF) inflows, breaking monthly records. Managers are closely monitoring these inflows, anticipating a potential impact from the money market fund boom by the end of the year. With over $6 trillion parked in money market funds, industry experts believe this trend could significantly influence the
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The idea of a U.S. manufacturing resurgence has been a hot topic in political circles, with both the Trump and Biden administrations proposing initiatives to boost the industry. However, Alpine Macro analysts point out that U.S. manufacturing has been steadily declining for decades. While there have been modest increases in output in certain industries like
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Following the recent removal of former Prime Minister Srettha Thavisin due to ethical violations, Thailand’s new leader, Prime Minister Paetongtarn Shinawatra, is gearing up to kickstart the economy. This was made known during a special cabinet meeting held to discuss policies that will be presented at an upcoming parliamentary meeting. Despite the change in leadership,
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