Variant Perception will have one guest host appearance tomorrow (Thursday May the 3rd) on CNBC. Head of Research Claus Vistesen will be appearing 11.00 GMT to speak about the ECB’s rate decision.
Independent Global Macroeconomic Research
Structural labour market issues in the US point to looser for longer at the Fed
Employment in the US is closely watched, especially as the Fed has marked it out as an important factor in how it will judge its stance in monetary policy. Payrolls have [...]
NYSE Margin Debt Going Parabolic Signals Increased Risks for Equities
In the short run, it is difficult to see what can stop equities at this point. Low inflation, central bank support and relatively robust economic data have created a [...]
Buying Time in Portugal Unlikely to Improve Fundamentals
The spotlight remained on Portugal the end of last week as EU finance ministers agreed to give the country seven more years to repay its stock of existing loans. Still, [...]
