Peak Hawkishness May Be Behind Us

The latest NFP print was not a growth panic signal, but it did put a little more light on labour-market fragility. That matters for the front end, bonds and more broadly risk.

The www.globalmacromethod.com website has been upgraded with equity internal dashboard added, and this weekend a refreshed STIR and Bonds dashboard. Also a revamp of the portfolio tracker is will underway and will soon have subscribe-able alerts.