Market Recap - Rates and Yield Curves; Macro - Jobs Friday; Earnings Season - Second Quarter Incoming; The Week Ahead - Economic & Earnings Calendar; Closing Thoughts - The busy week ahead
A curated selection of illuminating charts
US Jobs report at 8:30am ET; Japan's real wages and household spending decline; German Industrial Production declines
A few labor market charts ahead of the Unemployment Report
Chinese banks downgraded; ISM Services, JOLTS, ADP employment numbers released today; UK 2-year Gilts soaring
FOMC minutes releasing today; China's Services PMI falls; Eurozone Composite PMI falls; US Futures softer this morning
Manufacturing data looking weaker; Residential Construction looks brighter
Asian markets broadly higher.; Euro PMI revised down; US Manufacturing PMI out today; RBA rate decision tomorrow
H1, 2023 Recap; Playbook for H2, 2023; Earnings - Quiet Period; Economic & Earnings Calendar; Closing Thoughts - Let’s get ready!
The divergence in the data is showing us a very interesting picture
