MM #154 – As good as it gets? – US economy edition

We’re back from our vacation and we tackle the US economy given the recent data. Is it good enough? We tackle recent events before previewing the next ones.

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  1. US economic indicatos: The recent data coming out of the US has been better, but expectations were quite low. Is this good enough? We dive into the bounce up in GDP growth and the recent jobs report. Wages are basically stuck, again and again.
  2. Which Fed makes the decision?: We can ponder if the recent data is good enough, but perhaps somebody else will decide. Gary Cohn could take a different stance than incumbent Janet Yellen.
  3. Preview: A quieter week awaits after the big storms but we get news from the pain point of the Fed: inflation. Also, watch out for Chinese data among other events.

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Trade safely!

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