CoT Report:​ Via Hedgopia

    Following futures positions of non-commercials are as of January 30, 2018.   10-year note: Currently net short 215.6k, up 97.7k. (Futures Only)  Last week, the futures-market odds of a 25-basis-point hike in the March (20-21) meeting in the fed funds rate stood at 77 percent.  This week, post-FOMC meeting, they inched up to … [Read more…]

United States Employment Situation

      USA Unemployment Rate for Jan 4.10% vs 4.10% Est; Prior 4.10% USA Private Payrolls for Jan 196.0K vs 180.0K Est; Prior 146.0K USA Nonfarm Payrolls for Jan 200.0K vs 184.0K Est; Prior 148.0K January non-farm payrolls 200K vs 180K expected via ForexLive Estimates and priors Change in Nonfarm Payrolls, est. 180,000, prior … [Read more…]

January U.S. 🇺🇸Economic Data Prints : Hedgeye Macro

    • Headline PPI decelerated -50bps sequentially to +2.6% year-over-year in December. • Core Price Growth also decelerated -10bps to +2.3% Y/Y as average oil/gas prices were down sequentially in December and Energy PPI slowed. • Energy prices have largely retraced the December retreat thus far in January so we’ll see where this thing … [Read more…]

World 🌍 Economic Tour

Eurozone 🇪🇺manufacturing #PMI posts 59.6 to stay close to record high in January. Inflationary pressures strengthen, business optimism sharpest on record. Headline France 🇫🇷 manufacturing PMI remains elevated at 58.4 in January (58.8 – December).Output, new orders and employment rise at marked rates. Business confidence hits record high. Headline Germany 🇩🇪 manufacturing PMI retreats from … [Read more…]